Why Partner With Us?

At ReVera, every client is treated like a big client. Every client will get to work with top management with the highest level of expertise. And, as a smaller firm, we are more nimble, flexible and responsive to your needs.

Secondly, we base our work with you on our three-step process that keeps the focus on what’s best for you and your family, business or organization.

Consult: We start a conversation with you by asking questions to learn all we can about your situation, worries, dreams and goals, and we listen carefully to your answers. What is keeping you up at night? What would you like to accomplish in your lifetime for your family, your business, your favorite charity, yourself?

 

Design: We’ve listened closely and gained insight from our conversation. We now begin to build a plan for your specific needs. As with anything, circumstances evolve; goals can change; so we design your plan with the agility to adapt to whatever life throws your way.

 

Implement: By working with only the best companies and most experienced advisors, we are able to confidently achieve your objectives and bring your design to life. We help you to accomplish a plan that will serve your family, business or charity for generations to come.

"I am a Raving Fan of ReVera Partners. Whenever I have an insurance question or issue, Richard and his team respond quickly with factual and creative solutions.  The timely service and knowledge brought by ReVera make them outstanding and separates them from their competition."

--Alan S. Wilson, Sr. VP-Finance & Operations,

AHG Group, LLC, Winter Park, FL

Finally, we are independent advisors, not beholden to any particular interest other than yours. Whoever you are, whatever your situation, ReVera’s core values of Integrity, Creativity, Precision, Reliability and Respect guide all our decisions and relationships.

Are you a financial advisor, insurance agent or attorney seeking expert advice to help your clients and augment your business?  Learn how ReVera Partners can help.

Learn more about how ReVera can help you with your particular needs:

Contact us at (216) 453-0635 or email richard @ reverapartners.com to schedule a conversation to discuss your challenges and goals and/or to learn more about our services.

Experience & Relationships - when they matter most.