As we all face changes in our communities, the health and welfare of our employees and you remain our priority.

When the shelter-in-place order was instituted several months ago, SSF was well-positioned to quickly pivot to working remotely. The past few months have proven we can make that work successfully on a much larger scale without sacrificing our commitment to serving you. With our lease coming up for renewal in Morgan Hill this year, we have made the difficult decision to permanently close our Morgan Hill office as of November 1, 2020.

For our clients currently served out of our Morgan Hill location, please know our Morgan Hill staff are still your team of advisors and will continue to provide you with the same excellent service as before. The phone numbers and fax numbers for communication will remain the same. The mailing address will shift to our Pleasanton headquarters (5960 Inglewood Dr., #201, Pleasanton, CA 94588).

Once SSF is safely open to the public again, you are welcome to drop off, pick up, or hold meetings at any one of our other SSF office locations in Pleasanton, San Jose, San Mateo, or Fresno. Addresses can be found here on our website. We continue to encourage all our clients to use electronic delivery for the quickest and safest way to transfer files.

If you have any questions or concerns, please do not hesitate to reach out to your SSF advisor at (408) 776‑8900.  We look forward to serving you in the years ahead.