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Stephen and Jay star as the bay area’s premier wealth coaches on KRON4’s hit financial television show Finance2Freedom, as they discuss retirement strategies designed to lower taxes and generate income in retirement.
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Veraz Advisors is approved as a California Registered Investment Adviser and adds Virtue Capital Management and Synergy Financial Management as sub-advisors. Veraz Insurance Solutions is listed #14 on 2020’s top 20 advisors in the United States with one of America’s largest field marketing organizations in the finance and insurance industry.
Veraz Insurance Solutions is licensed as an independent California insurance agency.
Veraz Advisors is recognized as 2019’s top 25 advisors in the United States with one of America’s largest field marketing organizations in the finance and insurance industry.
Veraz Advisors launches into two separate companies, specialized in their respective fields. Veraz Advisors, LLC is formed to focus on planning and portfolio management services. Veraz Insurance Solutions, LLC is formed to focus on wealth preservation and advanced tax strategies and estate planning.
Veraz Advisors expands further by moving to its new Headquarters in San Ramon, CA.
EYD Solutions rebrands as Veraz Advisors to better reflect its expansion of service offerings.
