Reviews for Veraz Insurance Solutions

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  • Aug 2024

    Veraz Insurance Solutions is a business that offers expertise in various financial areas such as asset protection, retirement income planning, estate planning, capital gains tax reduction, business and tax planning, and insurance solutions. They provide complimentary consultations and planning meetings with no cost or obligations. Their advisors specialize in retirement planning and tax minimization strategies for high income earners, high net worth individuals, and business owners. They work closely with clients' legal and tax professionals to ensure a comprehensive and effective team-based approach to wealth protection and growth. Clients have praised Veraz for their advisors' availability, transparency, thoughtfulness, and trustworthiness. They have mentioned that the advisors go above and beyond expectations, providing multiple options and recommendations that suit the clients' needs. The advisors are also described as knowledgeable, diligent, and well-prepared, taking the time to answer all questions and doubts with clear and straightforward reasoning. Under their guidance, clients have reported learning a great deal about their financial potential and achieving their retirement goals. The clients feel that their best interests are prioritized, and they have developed a strong relationship with Veraz, looking forward to working with them for many years to come. Overall, Veraz Insurance Solutions is a reliable and dedicated financial advisory business that puts clients' needs first and helps them achieve their financial goals through comprehensive and personalized strategies.

From Veraz Insurance Solutions

Veraz is the place for you to get answers to strategies for asset protection, retirement income planning, estate planning, capital gains tax reduction, business and tax planning, insurance solutions and growing wealth in the least risky manner possible. We provide zero cost consultations and fee-free planning meetings. No cost. No obligations. Our advisors are experts in retirement planning and tax minimization strategies for high income earners, high net worth individuals and business owners. Our company works 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.

Hours

Monday: 9AM - 7PM
Tuesday: 9AM - 7PM
Wednesday: 9AM - 7PM
Thursday: 9AM - 7PM
Friday: 9AM - 7PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+

Veraz Insurance Solutions

2355 San Ramon Valley Blvd #204, San Ramon

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