VERAZ ADVISORS

Our mission is to help you have a holistic, individualized plan focused on lifestyle preservation, asset protection, health care and estate planning while maximizing tax efficiency and reducing risk wherever possible. Our priority is to help protect your assets and allow them to grow, while minimizing unnecessary risk, so you can feel confident in your retirement - safe, secure and comfortable... At Veraz Advisors, we want to understand who you are and what's most important to you - your highest values, what you're hoping to achieve and what you're trying to avoid. We're able to tell our clients what we believe is in their best interest because we take the time to learn what they're interested in... At Veraz, truth is literally in our name. Honesty and integrity are the core of every client relationship. We believe transparency is paramount to your financial success. So, if you are looking for salesy financial buzzwords wrapped in a glossy marketing package, you ve come to the wrong..

Also known as: Veraz Advisors, LLC, Veraz Insurance Solutions, LLC

Primary location: San Ramon United States