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 Schwab as their custodian, they chose to interview Travis Maus, Managing Partner at S.E.E.D., on how the firm has turned challenging times into opportunities to better serve and connect with their clients over the past year.
In the article, Travis described how the firm embraces technology to help keep both employees and clients safe during the pandemic.
S.E.E.D. was also recognized for intentionally connecting with clients in more meaningful ways through recording and distributing weekly video messaging focused on planning concerns, such as the CARES Act and investing in “bad” markets.
S.E.E.D. is an independent, fee-only Registered Investment Advisor with the S.E.C. S.E.E.D.’s team provides investment fiduciary and financial planning services to clients. S.E.E.D.’s fees are disclosed, easy to understand, and not predicated on sales.
View Charles Schwab Interview at Schwab Whitepaper
For more information about S.E.E.D. visit www.seedpg.com
S.E.E.D. Planning Group, L.L.C.
31 Lewis Street, Ste 401
Binghamton, NY 13901