Investment advisory services are offered through Veraz Advisors, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Additional information about Veraz Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Insurance products are offered through Veraz Insurance Solutions, LLC, California License #6000822.
Additional information pertaining to Veraz Advisors, LLC (“Veraz Advisors”) and its written disclosures are available here: Documents
Insurance and fixed annuity products are offered through Veraz Insurance Solutions, LLC (“Veraz Insurance Solutions”). No person associated with Veraz Advisors or its affiliates is a licensed attorney or tax professional and nothing on this website should be considered tax or legal advice. This Website is intended to provide general information pertaining to Veraz Advisors’ investment advisory and management services and insurance services offered through Veraz Insurance Solutions, and additional general investment and insurance-related information, publications, and links. Accordingly, it should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment or insurance advice for compensation.
Content provided is in connection with advertising and marketing the services offered by Veraz Advisors and its affiliate, Veraz Insurance Solutions (together, “Veraz”). Therefore, this Website or its content should not be construed to suggest a specific course of action or any action at all. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, insurance, legal, or tax professional that takes into account all of the particular facts and circumstances of an investor’s own situation. Clients who engage Veraz must be aware that past performance is no guarantee of future performance, different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us after engaging our services will be profitable or equal any historical performance level(s). All investments involve risk and, unless otherwise stated, are not guaranteed.
This website may contain links to articles or other information contained on a third-party website. Veraz does not endorse or accept responsibility for the content, or the use of the third-party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Veraz assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third-party website and inclusion or reference by Veraz to any third-party site should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Links to Veraz and its affiliate’s social media presence on Facebook, LinkedIn, Twitter, and YouTube are provided for marketing purposes. It is important to be aware that Veraz is not affiliated with any social media site. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information visitors share. We do not control, serve, adopt, or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service, or product, or to provide investment or insurance advice. No client was compensated to follow us on any social media page or connect with us on social media. Clicking the “Like” button does not constitute a testimonial for or endorsement of our firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our Facebook page. The appearance of people that have chosen to follow or “like” our social media or connect with Veraz, its investment advisor representatives or its affiliates on social media does not constitute a testimonial for endorsement of Veraz or its investment advisor representatives or affiliates, or any services Veraz or its investment advisor representatives or affiliates provide. It is not known whether such individuals approve or disapprove of our services.
Visitors may post reviews of their experiences with Veraz on social media sites. Such reviews may be considered testimonials under the SEC’s Marketing Rule. If a poster is a client of Veraz, Veraz will disclose whether the poster is a client and whether the poster was compensated for sharing their opinion or experience. Any compensation creates a conflict of interest, and the poster’s comments may not be representative of any other client’s experience with the firm. Testimonials are not a guarantee of future performance or success. Veraz reserves the right to remove any posting that does not comply with these requirements or that contains false or misleading information.
Should any client of Veraz have specific questions or concerns relating to their account(s), please contact our office directly. You should not communicate or private message Veraz or your investment advisor representative through social media. As convenient as it is to message people within social media sites, Veraz or its investment advisor representatives are not permitted to return messages within social media channels and cannot protect your privacy when you use social media sites. If we respond, we will do so from our monitored business email account. We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting content. Veraz and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications, including personally identifiable information. By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.
By submitting your contact information, you expressly consent to and authorize Veraz to follow up with you by mail, email, phone and/or SMS text messages. You may opt out of SMS messages anytime by replying STOP.
For a list of our current office locations, please review our website or contact us directly.