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WiserAdvisor awards Carlos Dias Jr. of Excel Tax & Wealth Group membership as Financial Advisor


 
 
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PRLog - Jun. 18, 2014 - WiserAdvisor announces that Carlos Dias Jr. of Excel Tax & Wealth Group has been awarded admittance as a member of its directory of financial advisors.

Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com (http://www.wiseradvisor.com/)) based on their credentials and qualifications. All members offer their services to investors with a fee rather than solely with commissions, allowing them to assist investors with a variety of different investment options. All members are also properly registered with the SEC, FINRA or other regulatory organizations.

Since 2003, WiserAdvisor has focused on taking much of the guesswork out of finding a qualified financial advisor or financial planner. This is done both through the stringent admittance guidelines, as well as through the information provided to investors about each member advisor. All members must complete an extensive profile outlining their services, qualifications and credentials, including their education background.

Because of the strict standards that a financial professional must meet in order to become a member, WiserAdvisor only admits a select few high-quality financial advisors and financial planners. More than 600,000 professionals can provide insurance and financial advice. Less than 1% have been granted membership into WiserAdvisor.

Thousands of investors use WiserAdvisor each year to find local financial advisors and planners, and trust that WiserAdvisor will help them find the right professionals to meet their unique needs.

About WiserAdvisor.com

WiserAdvisor is an online service that connects investors to local financial advisors and financial planners. It is an independent and free service provided to investors, allowing them to find local professionals who can help them build their portfolios, plan for retirement, manage their estates, or to help them with other investment issues. More information about WiserAdvisor and its services can be found at www.wiseradvisor.com.

About Excel Tax & Wealth Group

Carlos Dias Jr. is a financial advisor located in Lake Mary, FL.
More information about Carlos can be found at http://www.wiseradvisor.com/advisor_profile_state~id~1879... and at http://www.exceltaxwealth.com


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Source:WiserAdvisor
Industry:Finance, Investment
Tags:carlos dias jr, financial advisor, financial planning, wealth management, investment advisor
Shortcut:prlog.org/12338590
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