Dias Wealth - Lake Mary (FL)

5 /5 Ellen Jakovich: 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 Id 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 wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

5 /5 Tom Williams: 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!

5 /5 David Hochberg, Sr: This Webinar was presented in a Professional Manner. The topics were covered concisely and clearly. A Great Effort by the Presenters! Thanks!

5 /5 regina lee: 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 not take us long to make the final decision. (2) Carlos is very patient to answer all our questions and was always respond to our follow up questions in a timely manner. Thank you, Carlos, for all the professional advice and services.

5 /5 Max Moses: 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 didnt try to sell me anything. Rather he provided some very helpful ideas, strategies and options that I can investigate further. Im also looking forward to his next webinars on CPA Academy.