| 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.
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
