Excel Tax & Wealth Group

Rodney Ridenour 

on Google

4 weeks ago

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

Christine Foster 

on Google

3 months ago

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

Christine Song 

on Google

4 months ago

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. 

regina lee 

on Google

9 months ago

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

Tom Williams 

on Google

a year ago

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!