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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,...

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Funding Opportunity for Whitney Point

Funding Opportunity for Whitney Point

                                                                                        Bloom Tax Partners, formerly Lakeside Bookkeeping & Tax...

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S.E.E.D. Celebrates International Women’s Month

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 industry has always...

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S.E.E.D. Offers Socially Responsible Investing Opportunities

S.E.E.D. Offers Socially Responsible Investing Opportunities

ALIGNING YOUR VALUES AND INVESTMENTS   S.E.E.D. Planning Group, LLC is proud to announce 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...

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S.E.E.D. HIRES NEW FINANCIAL PLANNER

S.E.E.D. HIRES NEW FINANCIAL PLANNER

S.E.E.D. PLANNING GROUP HIRES NEW FINANCIAL PLANNER Binghamton, NY- November 26, 2019 – S.E.E.D. Planning Group, a locally owned fee-only financial planning and investment fiduciary, is proud to announce they have hired Ryan Seymour as a financial planner. Ryan joins...

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DISCLOSURE

S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.

If you have any questions regarding Compliance and Regulatory information contact us.