SVA Plumb Financial professional Maureen Hansen, CLU® has been selected for the ‘Five Star Wealth Manager Award’ published in Milwaukee Magazine.  This is Maureen’s fifth year winning this Five Star award.

 

Now in its 15th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across North America to identify premium service professionals. The Wealth Manager award is based on ten objective eligibility and evaluation criteria such as education and professional designations, client retention rates, and favorable regulatory and complaint history review. For more information on the Five Star Award research and evaluation process, please visit https://www.fivestarprofessional.com/wmdisclosures/MILWM17.

 

Maureen is a Principal with SVA Plumb Wealth Management, LLC. Working closely with clients, Maureen focuses on building long-term relationships based on trust and understanding. With over two decades of investment experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning. Maureen provides ongoing, comprehensive wealth management strategies and financial guidance for individuals while delivering personalized service.

 

“Our entire team is extremely proud that Maureen has again been selected as one of this year’s Five Star award recipients,” states Tom Plumb, President/CEO of SVA Plumb Financial, LLC.  “Maureen works hard to build long-term relationships with her clients.  Being recognized with this award is a testament to Maureen and the dedication she has in guiding clients toward achieving their financial goals.”

 

About SVA Plumb Financial, LLC

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.

 

SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota.   Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More information is available at www.svaplumb.com.

 

Attached File(s):

Attached File 1: