At Crevello Financial Services, we are devoted to meeting the needs of today’s versatile businesses by providing expert, customized employee benefit programs. With 25+ years of insurance product knowledge, I have the ability to take complicated Employee Benefits programs and simplify them. Due to my training as a certified financial planner, I am both analytical and detail-oriented. Additionally, I can relate to the many challenges of running a business and help you find the right solutions.
Before starting my Employee Benefits Practice, I graduated from the University of South Florida and became a certified financial planner. In addition to the experience I’ve gained running a thriving practice for 25 years, I am a Member of the National Association of Health Underwriters and the Central Pinellas Chamber of Commerce. I am also a 25-year member and past president of the Pinellas Association of Insurance and Financial Advisors. I’ve won numerous national insurance carrier sales awards for service, production, and excellence, including awards from United Healthcare, Florida Blue, Humana, and AvMed.
As your consultant, I will take a holistic approach to create solutions for you and your business.
When I am not helping businesses succeed, I am either enjoying the outdoors with my wife, Tina, or following the Tampa Bay sports teams. Tina and I have two adult children, Paul and Mary. I also enjoy meditative hikes in the woods as much as I relish spending time boating, offshore fishing, and scuba diving.
– Paul Crevello | CFP, Owner/President
What is an Independent Insurance Agent
When you decide to buy a car, you wouldn’t purchase the first one you see. What if one day the automobile industry decided to make only one type of car, one make and one model? You wouldn’t have a choice!
The same situation holds true for insurance, especially now with the changes in our nation’s healthcare legislation. You need insurance, but you need to know which company, plan or state exchange will be best for YOU and your company.
With an independent insurance agent, you have choices. Independent agents are not tied to any one insurance company. One of the advantages of using an independent agent is that I work to address your needs and your parameters for this important financial decision.
As an independent agent, there are several companies that we can approach to get you the best coverage at the best price, AND which companies have the most efficient claims departments to process your claims as quickly as possible.
When you buy insurance, you want an advocate who will properly assess the risks you face and give you an objective analysis of the marketplace, as well as help you in the event you need assistance with a claim. We will be your agent all year long, not just at renewal.