Bloom Tax Partners, formerly Lakeside Bookkeeping & Tax...read more
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...read more
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...read more
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 match...read more
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...read more
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...read more
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...read more
S.E.E.D. PLANNING FORMS BLOOM TAX PARTNERS, LLCBinghamton, NY- October 21, 2019 — SEED Planning Group, LLC, a fee-only financial planning and investment fiduciary from Binghamton, New York, is pleased to announce they have formed the subsidiary Bloom Tax Partners,...read more
Binghamton, New York – May 13th, 2019 -- The Kaplan University School of Professional and Continuing Education in conjunction with Think2Perform® has awarded Andrea N. Vaioli the Behavioral Financial Advisor™ designation. Behavioral Finance Advice (BFA) combines...read more
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.