NetworkยทVenture Capital

Veraz Advisors

Unclaimed

๐Ÿ“ SAN RAMON, CA

Venture Capitalfinancial serviceshealthcarereal estatemedia
www.verazadvisors.com โ†—

SEC CRD #801-136155

About

Home - Veraz Advisors Skip to content Facebook Youtube Linkedin CLIENT LOGIN HOME OF VERAZ (VER-OZ) Adjective: Truthful, Veracious 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 place. OUR VISION IS TO HELP MAKE YOUR RETIREMENT DREAMS A REALITY THIS IS OUR PASSION, IT'S WHY WE EXIST. CONTACT US PURPOSE AND PASSION. Our company founders met and began working together in 2008. With a successful track record in real estate and finance, the two shared a passion for educating and serving their community. In 2016, they suffered the loss of someone very dear to them. Each having personally witnessed the emotional and financial devastation that comes with losing a loved one, Jay and Stephen discovered their newfound purpose. They founded Veraz Advisors and Veraz Insurance Solutions to help families plan for the retirement they desire and avoid the pitfalls of an unforeseen tragedy. They are passionate about helping their clients to secure their futures. IT'S ALL ABOUT YOU At Veraz Advisors, we believe in true partnership, collaborating closely with you to navigate your financial journey and achieve your long-term goals. We are a full-service advisory firm dedicated to providing fiduciary guidance through our proprietary Veracity Formula . We spec

Key Contact

JM

JAY MEHTA

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (844) 848-3729

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Geographic Focus

san francisco bay area
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AUM

$110M

Location

SAN RAMON, CA

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