Timeline

July 2020

2020-07-14T18:59:04+00:00

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.

July 20202020-07-14T18:59:04+00:00

March 2020

2020-07-14T18:58:42+00:00

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.

March 20202020-07-14T18:58:42+00:00

December 2019

2020-07-14T18:57:41+00:00

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.

December 20192020-07-14T18:57:41+00:00

September 2019

2020-07-14T18:56:59+00:00

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.

September 20192020-07-14T18:56:59+00:00

November 2017

2020-07-14T18:39:26+00:00

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 [...]

November 20172020-07-14T18:39:26+00:00
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