Veraz Insurance Solutions - San Ramon, California

Joe T.

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.

Pacific E. R.

We meet Jay & Stephen at a community college course about Financial Planning. We were impressed by the presentation and their professionalism. We took them up on a free consultation and we’re again impressed by their knowledge, ability to explain & present information, and (because they are fiduciaries), the lack of any sales pitch. We reviewed our financial situation carefully and started using their services. Since then, we have consulted on business tax planning strategies, business accounting services, Profit sharing plans, living trusts and strategic investing. We are quite impressed with Veraz Advisors and Jay & Stephen. We sleep better with their advice and retirement planning services.

Evelyn L.

Veraz Advisors is an excellent firm. They advised me as to when it might be possible to retire. They also advised me as to where it would be good to move my money from my 401k account, & the rationale behind their recommendations. They are always readily available via phone or email. They have been very accommodating to let me meet with them in person or via Zoom. We are meeting on a regular basis to review my accounts. I wholeheartedly recommend Veraz!!!

Bob S. (.

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!

Michael D.

Veraz Advisors have been my financial consultants for many years. Straight to the point service. You will not be disappointed with their service. Jay and Stephen are awesome and they know what they are doing. Thank you Veraz Advisors!

Debbie K.

I was lucky enough to have Veraz recommended to me. From the first telephone call and subsequent meeting, all my questions and concerns about retirement have been explained clearly. . Jay and Stephen are very knowledgeable, friendly, available and honest. Their advise and options are detailed and easy to understand to fit my needs. This advise has been implemented over the last months and I have seen good growth. Would highly recommend.

Dave V. H.

My wife and I have had the opportunity to work with Jay and Stephen for the last couple of years and couldn't be happier. After interviewing a few prospective financial advisors, we decided to engage with Veraz. One of the most important criteria we had in picking an advisor was to find a Fiduciary with whom we "connected". We were looking for someone who has our best interests in mind and is not just trying to steer us toward "comissionable" investments. We based our decision on a combination of their knowledge, professionalism, responsiveness and of course their comprehensive approach to how they develop a financial plan that is truly tailored to us and our needs.

When we first met with them as part the interview process, I was a year or two away from retirement and most of our assets were tied up in a pension and 401k and would not be otherwise investible until after I retired. Nevertheless, we had several meetings over the course of 6 months or so. During that time, we received lots of financial advice and excellent service in terms of getting to know us, understanding our goals and objectives, our risk tolerance etc., and setting up a flexible plan that can be adjusted as our circumstances change. This was all before they received any compensation.

Since then (over the past year plus) we continue to meet regularly and are quite happy with the service and performance and would highly recommend them.

Jacki K. H.

Veraz Advisors are great to work with. They listen well to your needs and explain options to pursue. Very good with ongoing communication to keep you informed.