News from SVA Plumb Financial


SVA Professional Services Responds to COVID-19

By SVA Financial Group | 3/12/2020
Revised 3/17/2020

SVA Professional Services and all of its affiliate entities have been monitoring the news about the Coronavirus (COVID-19) closely. For the safety and well-being of the community, SVA's clients and employees, the firm has decided that beginning Wednesday March 18th, the SVA office lobbies will be closed to clients and visitors. SVA is maintaining normal business hours with the majority of SVA team members working remotely. They will remain vigilant in delivering high quality service to their clients.

SVA has taken several precautions:

  • Several weeks ago, SVA instituted the Centers for Disease Control and Prevention (CDC) guidelines for workplace readiness.
  • SVA has encouraged social-distancing practices and strongly recommended to their team members to abstain from attending group gatherings until further notice.
  • The firm has cancelled upcoming SVA hosted in-person educational events until further notice.
  • They have restricted all non-essential employee business travel.
  • SVA has made a significant investment in highly secured technology to enable employees to work remotely.
  • All client meetings will be conducted via a conference line or a phone call.
  • It is preferred that SVA clients send documents electronically to an SVA entity. Please use ShareFile, email or other electronic means to deliver documents to an SVA professional.
  • If necessary, the SVA offices have a secure drop box at each location. 

SVA’s Mission in guiding their business decisions every day is to Serve People Better. Their core values stipulate that they are an organization that cares first for the well-being of their clients and employees.

The executive leadership team agreed that during this time they must first act in the best interest of the communities and people they serve and have a corporate responsibility to do so.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.