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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 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
I met with Dias Wealth for over an hour today and found Carlos to a walking vault of wisdom, dispensing insights like a financial ATM! From decoding tax quirks to mapping out investment options, Carlos tackled my questions with the precision of a surgeon and the enthusiasm of a coach. Legal stuff? He’ll point you to the pros. Basics? He’s got you covered—clear and concise. Dias Wealth? I’m sold. Can’t wait to team up with Carlos again and continue to conquer my financial dragons!
As a CPA, I have watched several of Carlos' webinars over the last couple of years. I gained much more than just CPE credits. I learned a great deal about annuities and investments. I just participated in a 30 minute one-on-one phone conversation with Carlos about my own investment situation. Carlos was extremely helpful. He didn't try to sell me anything. Rather he provided some very helpful ideas, strategies and options that I can investigate further. I'm also looking forward to his next webinars on CPA Academy.
Excellent, the information I got through one of their webinars is wonderful.
I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity I'd purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasn't a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didn't have to wait the 8 years until it matured to convert it i... 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 200 reviews.
When is Excel Tax & Wealth Group open?
Excel Tax & Wealth Group is closed now. It will open at 9:00 a.m.
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