SVA Financial Group believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have enjoyed personal access to our investment and trust advisory professionals who collaborate in the oversight of their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets as well as wealth and legacy planning. Bringing together the combined strength of our wealth management and trust companies results in a diverse financial services firm meeting our clients’ financial needs as they move through the stages of their lives.
Contact: Lee Schwartz