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.
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.
EYD Solutions offers Trend Aggregation strategies as part of its investment management portfolio.
Jay is asked to join the advisory board for the Association of Certified College Funding Specialists.
EYD Solutions expands by moving into new offices in Dublin, CA and becoming a full service financial services firm, by including investment advisory services – EYD Solutions partners with Horter Investment Management to offer tactical management investment portfolios to its clients with custodial services available from TD Ameritrade, Trust Company of America (TCA by [...]
