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Veraz Advisors

Company: Veraz Advisors
Contact: Jay Mehta
Address: 2355 San Ramon Valley Blvd, Suite 204
City: San Ramon
State: CA
Zip: 94583
Phone: 925-309-5535
Fax: --
Email: jay@verazadvisors.com
Website: http://www.verazadvisors.com

About My Practice

Veraz Advisors aims to help federal workers get answers to strategies for asset protection, retirement income and investment planning, estate planning, capital gains tax reduction, tax planning, insurance solutions and protecting & growing wealth with less risk and by paying less taxes.

We provide complimentary consultations and planning meetings. No cost. No obligations. Our fiduciary advisors can help with retirement planning and tax minimization strategies for federal workers and their families. Our company will also work 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.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit:   http://www.fedimpact.com/JMVA

Offering Advice Since

2011

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Tax planning

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health and Annuities
Security Licenses:  Series 65
Education:  MBA
Investment Advisor Registration:  California

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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