Created by brothers Paul and David Craievich, we have built our firm on 35 years of experience in the financial services industry. We have a well organized administrative team who are proud to work here and choose to stay. The firm has attracted a handful of selected associates who are well aligned with our company's core values.

Our associates operate independently under the umbrella of Craievich Financial and serve some of our clientele. David Craievich has been working in the financial services industry since 2001. David is a partner in Craievich Financial Services (CFS) and holds his Elder Planning Counselor (EPC) designation.

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Services

Services Report

Craievich Financial focuses on establishing trust relationships with clients, whereby we become their primary resource for information and advice on all matters related to their personal and corporate wealth and estate planning. To accomplish this, we use a full financial security planning process with very direct and easy solutions for clients to understand and move through life stages and business opportunities.

Our Process Report

At Craievich Financial we use a values based approach. Our clients along with advisors and outside specialists are all part of arriving and implementing creative and unique successful solutions. The Craievich client process coordinates and accesses specialists in the tax and legal areas to insure steps are taken for effective and efficient results that are objective and independent.

Testimonials Report

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.

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