News from SVA Plumb Financial



SVA Plumb Financial Welcomes Kelly Lagore

By SVA | 8/29/2018

SVA Plumb Financial is proud to announce the hiring of Kelly Lagore. Kelly has been hired as a Financial Consultant with expertise in comprehensive financial planning and asset management.

In her role, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation.  She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

“We are extremely pleased to have Kelly as part of our team,” states Maureen Hansen, President of SVA Plumb Wealth Management, LLC.  “We look forward to utilizing the expertise she brings with her, allowing our team to continue to deliver exceptional client service.” 

About SVA Plumb Financial

At SVA Plumb Financial, 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.