"When my wife and I first met David Craievich over 10 years ago we were talking about our debt loads, our financial future and just beginning to piece together a plan for our retirement. David and the team at Craievich Financial Services provided us with financial advice, life insurance products and investment options that now work to support our retired lifestyle.
Through an in depth evaluation of our teacher pensions, an inventory of our personal family circumstances, and measuring our goals for retirement, Craievich Financial Services have advised us and our family so that we are confident in our financial future while living a balanced and rewarding lifestyle."
— Leo and Shirley Spence
When we decided to complete a review of our portfolio we were looking for a group that would best service our needs taking into consideration, trust and the attention we felt that would best manage our portfolio.
We met with Paul Craievich a number of times prior to making the final decision to transfer our portfolio to Craievich Financial.
The final decision was made based on previous personal involvement, outside of financial, as well as the recommendations provided within our portfolio. Paul not only assisted in reviewing the portfolio but offered expanded products beyond what we had and made recommendations that would provide for the best solutions for our pending retirement and estate planning.
Since the transfer they have kept in touch with us to schedule semi-annual reviews with open and honest alternatives available to us.
We would highly recommend "Craievich Financial Services, Paul Craievich," to anyone looking for honesty, knowledge diversity and personal service for their investment portfolio."
— Dan Gibbons
Craievich Financial is there with you every step of the way. They really do care about your business and the best possible plan for your needs.
Personal one-on-one service is hard to come by these days, but David and his team are always ready to help with Professional, Trusted and Courteous service anytime.
I highly recommend Craievich Financial for all of your group benefits & pension needs."
— Stacey Doherty