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Excel Tax & Wealth Group
- Financial Services
- Lake Mary, FL
About this business
Location details
250 International Pkwy Suite 134, Ste 134, Lake Mary, FL, 32746, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I attended an on-line class that Carlos was presenting. The class was interesting with helpful information. I followed up with a phone call in which I received more guidance and information for my situation. After I complete the steps he outlined, I'll be back in touch for more information. Carlos is a pleasure to work with and very knowledgeable.
Dias Wealth hosted an excellent and highly informative webinar on annuities that clearly demonstrated their expertise and commitment to educating investors. The presentation explained complex concepts in a straightforward and practical way, making it easy to understand how different annuity options work and how they can fit into a long-term retirement strategy. The speakers were knowledgeable, engaging, and took time to address common concerns such as income security, risk management, and tax considerations. It was a valuabl... read more
Honest Guidance. Finding Carlos was a stroke of luck when I attended his presentation. His obvious expertise convinced me to schedule a consultation for a deep dive. I appreciate that he is an independent advisor which speaks to how the insight provided me was for my benefit, not an insurance company's. Carlos took the time to help me gain understanding so that I could map out a projection that made total sense for my future. The result was peace of mind. Professional, knowledgeable and incredibly helpful. Highly recommended... read more
I’m very impressed with his expertise in tax planning and investments. Carlos provided thoughtful, insightful guidance on tax optimization and helped me create a strong long-term plan. Professional, clear, and genuinely helpful.
I learned about Carlos through a presentation (CPE for CPA). Carlos is one of the best presenters for the long-term care and annuities subjects. As such, I did not need to spend too much time to research a long-term care independent insurance advisor. From the first phone call to finalize the long-term care policy, Carlos demonstrated his expertise and professionalism. For examples, (1) Carlos provided detailed resources to help my husband and I learned about the unique features of the long-term care policy; as such, it did ... read more
Frequently asked questions about Excel Tax & Wealth Group
How is Excel Tax & Wealth Group rated?
Excel Tax & Wealth Group has a 4.9 star rating with 204 reviews.
When is Excel Tax & Wealth Group open?
Excel Tax & Wealth Group is open now. It will close at 5:00 p.m.
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