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S.E.E.D. Planning Group Hires Dave Nirchi

S.E.E.D. Planning Group Hires Dave Nirchi

Binghamton, Syracuse, NY- January 4, 2021 – S.E.E.D. Planning Group is proud to announce they have hired Dave Nirchi as V.P. of Strategic Planning and Operations. In his role, he coordinates the day-to-day operations across the organization and implements strategic...
S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

Binghamton, NY- December 15, 2020 – S.E.E.D. Planning Group, L.L.C. (S.E.E.D.) is proud to announce they have been recognized for their business continuity during the COVID-19 pandemic by Charles Schwab. With thousands of Registered Investment Advisory firms utilizing...
S.E.E.D. Planning Group Hires Dave Nirchi

S.E.E.D. Planning Group Hires Jeff Chase as a Financial Planner

Binghamton, Syracuse, NY- December 1, 2020 – S.E.E.D. Planning Group is proud to announce they have hired Jeff Chase as a Wealth Manager in their Syracuse office. In his role, Jeff will be working with financial planning clients, as well as providing financial...
Schwab: Coronavirus fails to derail RIA hiring goals this year

Schwab: Coronavirus fails to derail RIA hiring goals this year

Schwab_ Coronavirus fails to derail RIA hiring goals this year _ Financial Planning GDP down by 32.9%. Double-digit unemployment. Alarming new coronavirus mortality highs. And most financial advisors isolated at home under quarantine.   So how has this bleak...
Some RIAs Forced to Adopt Tech at a Faster Pace During COVID-19

Some RIAs Forced to Adopt Tech at a Faster Pace During COVID-19

Some RIAs Forced to Adopt Tech at a Faster Pace During COVID-19 Schwab’s latest RIA benchmarking survey shows how technology can improve an RIA’s performance. But the coronavirus has been the catalyst that pushed many to pull the trigger.   Diana Britton | Jul 28,...