Dias Wealth - Lake Mary, Florida

Découvrez Dias Wealth, une entreprise spécialisée en planification financière, située à Adresse: 250 International Pkwy Suite 134, Lake Mary, FL 32746. Avec une équipe Latino-owned et gérée par une femme, Dias Wealth offre des services sur place, des rendez-vous en ligne et une assistance dans d'autres langues. Leur engagement envers l'accessibilité est démontré par l'entrée, le parking et les toilettes accessibles en fauteuil roulant.

En tant qu'allié de la communauté LGBTQ+, Dias Wealth s'engage à fournir un environnement inclusif et accueillant pour tous. Leur équipe recommande fortement de prendre rendez-vous pour bénéficier de leur expertise en planification financière.

Avec un avis moyen de 4.9/5 sur la base de 187 avis Google My Business, Dias Wealth a clairement démontré son engagement envers la satisfaction de la clientèle. Leur site web, diaswealth.com, est une ressource précieuse pour en savoir plus sur leurs services et pour planifier un rendez-vous.

Avis de Dias Wealth

Thomas Nicosia

5/5

Much was presented, all useful data, within an hour webinar. Mr. Dias is caring about his participants and is thorough and assured in the information he provides personally

Jerry Tomic

5/5

Great information about Financial Planners and their expertise, based on their certifications: CFA, CFP, Series 6, 7, 63, 65, etc. It helps me look for the person that can help me out the best. He is very knowledgeable.

Tina Trout

5/5

Introduction to Life Insurance through CPA Academy held by Carlos Dias Jr. was very informative and slides had good detail for all to follow. He presented information clearly and easy to follow.

Derrick Smith

5/5

Carlos Dias Jr provided a great webinar session that was an overview of annuities and what to consider before purchasing one.

Pon Bira

5/5

I attended a webinar presented by Dias Wealth today. It was very informative and I learned a lot about life insurance, annuities, long term care riders, etc. Good stuff!

YAMILE SALGUERO REYES

5/5

Knowledgeable firm. I assisted in a seminar led by Mr. Dias. He shared interesting and thoughtful information. Thank you!

Danette Bosveld, CPA

5/5

I attended an detailed annuities webinar they put on. It was nice to receive unbiased information on the subject. Thank you

Ayton Taylor

5/5

The information gathered from this webinar was clear allowing one to get a good picture of how to become financially stable. Great Job