Veraz Insurance Solutions

Financial Planners

2355 San Ramon Valley Blvd #204, San Ramon, CA 94583
(925) 309-5535
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Reviews for Veraz Insurance Solutions

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  • Feb 2023

    We've been clients since 2017. Jay and Stephen have been available, transparent, thoughtful and trustworthy. They've gone above and beyond our expectations and have always put us at ease when talking about our financial future. They've never pushed us one way or another, but have always given us options with several recommendations that would work for us. We look forward to continuing our business relationship for many more years!

  • Oct 2022

    We interviewed a handful of fiduciary candidates throughout the process, Jay and Stephen really impressed us and stood out. They are extremely knowledgeable! They are diligent, come to each meeting well prepared; patiently answer all of our questions and doubts with detailed but straight-forward reasoning. It is really a good feeling when you know your financial advisor has your best interest in heart. In the end they really helped us learn so much of our potential for the future. We are truly grateful and definitely would recommend Veraz Advisors!

  • Oct 2022

    Finding the right Financial Advisors require diligent work, After all, you are entrusting these people with your hard earned money. We interviewed a couple of other Financial Advisors and found Jay and Steve @ Veraz Advisors to be hands down one of the BEST out there. Each meeting was very informative, and both went the extra mile to make sure we understood and was comfortable with all the information. We believe they have our interest the entire time and found products to achieve our retirement goals. We would recommend them unreservedly. We look forward to working and having a long relationship with them as our Fiduciary Financial Advisors.

From Veraz Insurance Solutions

Veraz is the place for you to get answers to strategies for asset protection, retirement income planning, estate planning, capital gains tax reduction, business and tax planning, insurance solutions and growing wealth in the least risky manner possible. We provide zero cost consultations and fee-free planning meetings. No cost. No obligations. Our advisors are experts in retirement planning and tax minimization strategies for high income earners, high net worth individuals and business owners. Our company works closely with your legal and tax professionals to ensure that our team based model will provide you with comprehensive and effective solutions to protect and grow your wealth.

Hours

Monday: 9AM - 7PM
Tuesday: 9AM - 7PM
Wednesday: 9AM - 7PM
Thursday: 9AM - 7PM
Friday: 9AM - 7PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

Veraz Insurance Solutions

2355 San Ramon Valley Blvd #204, San Ramon

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