S.E.E.D. Planning Group Promotes Irina Sweeney To Operations Manager
Binghamton, Syracuse, NY- March 1, 2021 – S.E.E.D. Planning Group is proud to announce they have promoted Irina Sweeney to Operations Manager. Prior to her promotion, she served as an office administrator since joining the firm in January of 2018. In her role as...
Fee-based or fee-only financial planner – what’s the difference?
When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide advice that is intended to give you the very best outcomes specific to your personal situation. You do this because the advice you get could...
Dan D’Andreano CFP® ChFC® Joins S.E.E.D. Planning Group as Wealth Manager
Binghamton, Syracuse, NY- February 8, 2021 – S.E.E.D. Planning Group is proud to announce Dan D’Andreano CFP® ChFC® has joined the firm as a Wealth Manager in their Syracuse office. In his role, he will be working with individuals and families, coordinating their...
Travis Maus Earns Certified Exit Planning Advisor Designation
Binghamton, Syracuse, NY- January 25, 2021 – S.E.E.D. Planning Group is proud to announce Travis Maus, Managing Partner and Wealth Manager has recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI). EPI’s...