8AM - 5PM
100 School St, Danville9AM - 6PM
2355 San Ramon Valley Blvd #204, San Ramon“Trustworthy. Knowledgeable. Good communication. Sound advice. Veraz Advisors take good care of my money.“
7AM - 4PM
1331 N California Blvd Suite 650, Walnut Creek“Magnus has always been an embodiment of patience and professionalism. His intricate knowledge of investments and financial services combined with his client-first rapport makes him a top notch advisor. I highly recommend him!“
8:30AM - 5PM
251 Lafayette Cir, Lafayette“I wish that there were more stars available. The entire staff goes above and beyond to give exceptionally professional and friendly advice and service. Their communication is clear and concise.“
“I am really impressed with the "non-sales" advice and the depth and quality of the analysis Greg and his team provided.It's great to have an expert who provides guidance without the constant sales pitch.I strongly recommend Greg O'Donnell and team.“
9AM - 5PM
1331 N California Blvd Suite 650, Walnut Creek“Bob is the only man I trust my money with. All of the staff have been great to work with especially Belinda and Roy.“
9AM - 5PM
1801 N California Blvd UNIT 106, Walnut Creek“Dr. Mike is a fantastic accountant and financial advisor. He has helped my wife and I plan for our future. He is a great guy and gives wonderful advice. God Bless you Dr. Mike and thank you for helping us file our taxes and plan our finances.“
9AM - 5PM
1255 Treat Blvd # 300, Walnut Creek“I wanted to take a moment to say thank you to New American Funding. Thou we were not able to continue the loan process do to a situation outside either of ours control, the professionalism of their staff was refreshing. Through the whole experience - I found working with them an excellent experience. If you are looking for a mortgage - they are ones I would recommend. They know their business, and represent themselves with very high standards. Next time I refinance my house, they will be at the top of my list.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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