SVA PLUMB FINANCIAL NEWS


  • sva-plumb-presents-retirement-planning (002)

    SVA Plumb Financial Professionals Present Retirement Planning Today

    By SVA Plumb Financial | May 18, 2017
    SVA Plumb Financial professionals Erin Burke, Financial Consultant, and Jay Neary, CFP®, Associate Financial Consultant, present for Retirement Planning Today®. This educational course for adults ages 50 to 70 will teach strategies on planning a secure retirement.
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  • shredfest2017-madison

    SVA Hosted Free Shredding Events to Stop Identity Theft

    By SVA Plumb Financial | May 17, 2017
    SVA, in conjunction with the Better Business Bureau (BBB), hosted ShredFest events in Madison on April 29 and in Brookfield, Wisconsin on May 6, 2017. Pellitteri Data Destruction Division (Madison) and Iron Mountain (Brookfield) made it possible for secure document destruction.
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  • presents-market-update

    SVA Plumb Financial Market Update - April 2017

    By SVA Plumb Financial | April 18, 2017
    In the second quarter SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Investment Committee, focuses on the bond market and summarizes the current state of the markets and what we may see going forward.
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  • announcement-jay-neary-earns-cfp-certification

    SVA Plumb Financial’s Neary Earns CFP® Certification

    By SVA Plumb Financial | March 31, 2017
    SVA Plumb Financial professional Jay Neary has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards (CFP Board).
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  • announcement-andrew-brienen-earns-ctfa-certification

    SVA Plumb Trust Company’s Brienen Earns CTFA Certification

    By SVA Plumb Financial | March 31, 2017
    SVA Plumb Trust Company professional Andrew Brienen has earned the Certified Trust and Financial Advisor (CTFA) certification from the Institute of Certified Bankers, a subsidiary of the American Bankers Association.
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  • shredfest2017-madison

    SVA and BBB team up for ShredFest 2017

    By SVA Plumb Financial | March 24, 2017
    SVA and the Better Business Bureau (BBB) are set to host ShredFest 2017 in Madison and Milwaukee. Complimentary shredding services will be available to the public on April 29, 2017 at Warner Park in Madison and on May 6, 2017 at the SVA offices in Brookfield.
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  • announcement-celebrating-women-in-business (002)

    SVA Celebrates Women in Business

    By SVA Plumb Financial | March 6, 2017
    SVA, along with WISC-TV3 and Madison Magazine, are proud to announce their Women in Business initiative. Women business leaders face unique challenges and as their numbers grow, so do the opportunities. SVA celebrates Women in Business by featuring local successful business women who are leaders in their industries.
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  • announcement-ib-executive-choice-award-finalist

    SVA Plumb Financial Recognized as IB Executive Choice Award Finalist

    By SVA Plumb Financial | February 27, 2017
    SVA Plumb Financial has once again been named as a finalist for the In Business Magazine’s (IB) Executive Choice Awards in the Wealth Management Company category.
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  • presents-building-growing-planned-giving-program

    SVA Plumb Trust Company’s Parks Presents for the Wisconsin Planned Giving Council

    By SVA Plumb Financial | February 13, 2017
    Tammy Koester Parks, J.D., Senior Vice President of SVA Plumb Trust Company, LLC, presents a panel discussion titled Building and Growing a Planned Giving Program for the Wisconsin Planned Giving Council on March 7, 2017.
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  • presents-market-update

    SVA Plumb Financial Market Update - January 2017

    By SVA Plumb Financial | January 19, 2017
    In this month’s SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Investment Committee, summarizes the current state of the markets and the economy and what we may see going forward.
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