Insurance Services in
Yardley PA
Services
Insurance Services in
Life Insurance
Life Insurance Broker in Bucks County Life Insurance provides the help your loved ones need...
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Health Insurance
The definition of Healthcare is the maintenance and improvement of physical and mental health, especially...
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Disability Income
What would you do if an accident or illness prevented you from working? Most of...
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Extended Care Insurance
Extended Life Care Insurance is designed to cover long term services along with a support...
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Business Insurance
Business Insurance Agency Running a small business requires a significant investment. Business insurance is an...
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Individual Retirement Arrangement
Individual Retirement Plan A Retirement Plan is a financial arrangement designed to replace employment income...
Read More Do You Own Your Future?
For thirty five years, Independent Insurance Broker Corporate Planning Consultants has been offering Annuities, Life, Health, Disability and Long Term Care Insurance to both individuals and groups in Yardley, Bucks County, Pennsylvania and beyond.
We have partnered with a Third Party Administrator licensed in fifty states to sell insurance and provide Self-Insured Programs along with many specialized products.
We are creative with Employee Benefit Plans, including Health Insurance designed while keeping in mind the cost effective benefits for both the employer and employee.
About us
Your Trusted Partner in Planning
Welcome to Bill Cervellero, Corporate Planning. I understand that whether you are running a company or managing a household, the financial landscape can be complex and intimidating. My mission is to bridge the gap between corporate strategy and personal peace of mind. I don’t just sell insurance products; I build comprehensive plans designed to protect your assets, retain your best employees, and secure your family’s legacy. With years of experience and a commitment to personalized service, I am here to help you navigate life’s uncertainties with confidence, ensuring that everything you have worked hard to build is preserved for the future.
More Importantly, We Provide Trust
We are licensed with many of the finest insurance carriers allowing us the flexibility to customize and personalize insurance products such as Life, Health, Disability, Long Term Care and Annuities.
We have a comprehensive team of Legal Experts experienced in Estate Planning, Business Insurance, Insurance Trusts and Retirement Plans. We have an R.N. on our team helping us to access medical exams and expedite medical claims.
We have the ability to offer coverage to clients with adverse health conditions according to their needs.
We guarantee to return your telephone call or email the same or next business day, answering many of your questions immediately. Our clients deserve personal, prompt and quality service and so we have responded. It is what drives our brokerage on a daily basis.
We Conduct Business the Old Fashioned Way.
Let's Discuss Your Goals
Insightful Advice, Zero Obligation
You don’t have to make these major decisions alone. Contact us today to schedule a complimentary review of your current business benefits or personal insurance portfolio. We can meet to discuss where you are now and where you want to be, providing you with a clear roadmap forward.
Our Clients
Feedback
What Our Customers Say About Us
The greatest measure of our success is the trust placed in us by business owners and families alike. Read what our clients have to say about the peace of mind they found working with Bill Cervellero, Corporate Planning.
Thank you so much for your service and advice over the past twenty five years and with the recent adjustments we made to our insurance policies.Changes in the status of our family as well as our job careers has often lead to changes in insurance and annuity needs. Thankfully, we have always had you and your company to steer us in the correct direction to find the products that best meet our needs at a reasonable cost. You and your staff’s prompt, courteous and professional response to all our questions and your no nonsense and clear explanation of the insurance and annuity products that you offer to clients, makes it much easier to select from the myriad of choices out there. Again, thanks for being there and assisting with our needs over the years.
Connie and Bob Giallella
Bill Cervellero and Corporate Planning Consultants have been providing me and my family with outstanding insurance advice and protection for nearly twenty-five years. During that time, my wife and I have entrusted Bill with ensuring that we have the proper types and amounts of life, health and disability insurance coverage, and his expert advice has always been on target. I consider Bill to be a consummate professional, and the services provided by his knowledgeable and attentive staff is exemplary, with concern for the client’s needs always paramount. I have confidently referred many of my friends, family members, clients and business associates to Corporate Planning Consultants, and I will continue to do so.
Steven E
Bill, Pat and Marge go far beyond the norm to provide the service for all my insurance needs. In my busy world, I cannot take any time to resolve new difficulties. That is why I use Corporate Planning Consultants. They are always there when you need them and that is why they will always have my business.
Kurt Siegel
Dear Mr. Cervellero, Since using your services in my business, I can say my employees are very satisfied when we have such prompt and professional responses. With my previous carrier, telephone tag was an ongoing game but you and your well trained staff have kept me abreast of the progress made on any request we have asked. It is a pleasure to work with an agency that values my time and gives me top notch service.