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Carlos Dias Jr.

Carlos Dias Jr.

Place Icon Lake Mary,FL

Professional speaking

  • Professional Training & Coaching
  • 2-10 employees
  • 3.7k
  • 386-931-3802

About Company

Our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

There are no Webinars available in Section.

4.5

  • 4.5

(1028) Ratings

Excellent

660

Very Good

296

Average

66

Poor

6

Terrible

0

SR

Samira Ranganathan, CPA (US)

Jan 7th 2020

Happy New Year! Doing for good cause: 1 Meal = 1 Credit Program 2020 Thank you.

LT

Lindsey Tyler, CPA (US)

Nov 6th 2020

CRC

Catherine R Cool, CPA (US)

Feb 19th 2022

Excellent presentation.

GS

Gary Skala, CPA (US)

Feb 18th 2022

Excellent overview & everything covered in an hour!

ER

Edmund Ricker, CPA (US)

Dec 3rd 2021

Excellent webinar full of information on how the SECURE Act impacted retirement accounts.

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