“The Plasencia Group has had a relationship with Crevello Financial since 2003. During that time, Paul and his staff have been exemplary in their service to our firm, ensuring that all our needs and requests are answered not only on a timely basis, but thoroughly. Every year, during the enrollment/renewal period, Crevello offers us a variety of plans rather than assume that we will automatically renew with our current carrier. One of the advantages of working with Crevello is their access to so many carriers. Another is working directly with senior staff members, not a junior associate often found at much larger competitors. I also appreciate the fact that the staff is knowledgeable and well versed in the products they offer and able to respond to questions immediately and confidently.
I can, without hesitation, recommend Crevello Financial to business owners looking for a ‘hands on’ partner interested not so much in lining its own pockets as much as ensuring that their clients are well-informed, respected, and valued.”