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Veraz Advisors, LLC

EST. AUM
$109,563,851

CONTACTS

CLIENT ACCOUNTS
428

Firm Details

Metro area San Francisco
CRD Number 304619
Website verazadvisors.com
Client types

Overview

Veraz Advisors is an independent registered investment adviser (RIA) providing wealth management and financial planning services to high-net-worth individuals, families, trusts, estates, and business owners. The firm delivers integrated advice across investment management, retirement planning, tax planning, estate planning, asset protection, and risk management through a fiduciary advisory model. Its primary role is to develop coordinated long-term financial strategies that help clients preserve and grow wealth while aligning investment decisions with individual objectives, liquidity needs, and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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