S.E.E.D. Planning Groups Client Relationship Summary Report (CRS)
No industry jargon, easy to read helpful guidance about what’s important. Form CRS, also known as a Client Relationship Summary, contains important information that you should consider before you hire the services of an adviser or investment broker. Choosing to work...
S.E.E.D. Celebrates International Women’s Month
In honor of International Women’s Day 2020, we want to recognize our incredible staff of women. We wouldn’t be where we are a business if it wasn’t for the contributions of all of these professionals. Why does this matter?The financial services...
S.E.E.D. Offers Socially Responsible Investing Opportunities
ALIGNING YOUR VALUES AND INVESTMENTS S.E.E.D. Planning Group, LLC is proud to annouce they are offering a Socially Responsible Investment (SRI) Portfolio to their clients and community. S.E.E.D.’s socially responsible investment portfolio allows individuals to...
MICHAEL GRAVES CFP® JOINS S.E.E.D. PLANNING GROUP, LLC AS A WEALTH MANAGER IN THEIR SYRACUSE OFFICE
Binghamton & Syracuse, NY- February 5, 2020 – S.E.E.D. Planning Group, a locally owned fee-only financial planning and investment fiduciary with offices in Binghamton, Whitney Point, and Syracuse is proud to announce they have hired Michael Graves CFP® as a wealth...