Veraz Insurance Solutions - San Ramon, California

Address: 2355 San Ramon Valley Blvd #204, San Ramon, CA 94583.
Phone: 53095535.

Specialties: Financial planner, Financial consultant, Income protection insurance agency, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Veraz Insurance Solutions

Veraz Insurance Solutions 2355 San Ramon Valley Blvd #204, San Ramon, CA 94583

☎️53095535

⏰ Open Hours of Veraz Insurance Solutions

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

For individuals and families seeking comprehensive financial planning and robust insurance solutions, Veraz Insurance Solutions presents itself as a highly recommended resource. Located at 2355 San Ramon Valley Blvd #204, San Ramon, CA 94583, and reachable at 53095535, Veraz Insurance Solutions offers a suite of services designed to provide peace of mind and secure the future. This established agency specializes in a variety of crucial areas, including acting as a financial planner, a dedicated financial consultant, and a leading income protection insurance agency and life insurance agency.

Veraz Insurance Solutions distinguishes itself through a client-centric approach, prioritizing personalized advice and tailored strategies. They understand that everyone’s circumstances are unique, and therefore, they don’t offer standardized packages. Instead, they meticulously assess each client’s financial goals, risk tolerance, and overall situation to develop a plan that truly aligns with their needs. Their expertise extends across a broad spectrum of insurance products, ensuring clients have access to the most appropriate coverage for their specific requirements.

Key Features and Services:

Financial Planning: Veraz assists clients in developing long-term financial strategies encompassing retirement planning, investment management, tax optimization, and estate planning.
Financial Consulting: They provide expert guidance on various financial matters, including budgeting, debt management, and wealth accumulation.
Income Protection Insurance Agency: Recognizing the importance of safeguarding income in the event of illness or disability, Veraz offers a wide range of income protection insurance policies.
Life Insurance Agency: They specialize in securing life insurance coverage to provide financial protection for loved ones in the unfortunate event of a client's passing.
Online Appointments: For added convenience, Veraz offers the option of scheduling appointments remotely, eliminating the need for in-person visits.
Onsite Services: Clients can also opt for face-to-face consultations at their office, fostering a more personal and detailed discussion.

Accessibility and Inclusivity:

Veraz Insurance Solutions is committed to ensuring accessibility for all clients. The office is fully equipped with wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Dedicated wheelchair accessible seating is available to accommodate individuals with mobility limitations. Furthermore, the company prides itself on being LGBTQ+ friendly, fostering a welcoming environment for all clients. Appointments are required, and are strongly recommended to maximize the effectiveness of the consultation.

Client Feedback and Reputation:

Based on 11 reviews on Google My Business, Veraz Insurance Solutions consistently receives overwhelmingly positive feedback. The average opinion is 5/5, reflecting a high level of client satisfaction. Reviewers frequently commend the team’s professionalism, expertise, and dedication to providing excellent service. Many clients highlight the thoroughness of the planning process and the clarity of the explanations provided. Testimonials often express gratitude for the peace of mind gained through having a trusted financial advisor in their corner. You can view these reviews on Google Maps.

Contact Information and Additional Details:

Address: 2355 San Ramon Valley Blvd #204, San Ramon, CA 94583
Phone: 53095535
Website: (Currently unavailable - Please check directly with the company)

In conclusion, Veraz Insurance Solutions presents itself as a reliable and dedicated provider of financial planning and insurance services. Their commitment to personalized advice, accessibility, and client satisfaction positions them as a valuable partner for individuals and families seeking to secure their financial future. The accessibility features and overwhelmingly positive client feedback further solidify their reputation as a trustworthy and client-focused agency. Potential clients are encouraged to schedule an appointment to discuss their specific needs and explore the comprehensive range of services offered.

👍 Reviews of Veraz Insurance Solutions

Veraz Insurance Solutions - San Ramon, California

Joe T.

5/5

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.

5/5

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.

5/5

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. (.

5/5

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.

5/5

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.

5/5

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.

5/5

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.

5/5

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.