Dias Wealth
(6 Reviews)
Lauren Dias is the co-founder of Dias Wealth and advises high-net-worth individuals on retirement planning, financial planning, tax-reduction strategies, estate planning, and more. Lauren's goal as a financial advisor is to make sure all her clients receive the most custom-tailored financial guidance and maximize their results.
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Highlights
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Transparent Fees & Pricing
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In Business Since 2019
Sentiment Analysis
But more importantly I have consulted with him on a couple of personal matters and his advise was timely and very helpful.
I'm not one to give reviews, but I do like to give credit where it's due and you guys surpassed my expectations during my inquiry.
I have attended Carlos' webinars on retirement planning and financial advisors and found them to be lively, informative and timely.
He helped me better understand my future retirement plans, as well as how my life insurance policy was set up.
As a Enrolled Agent Tax Professional and money strategy coach to my clients, I was pleased to listen to 2 of his webinars that were truly outstanding.
I have been with Excel Tax and Wealth group now for a few years, they have made every dealing seamless and a great experience.
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