S.E.E.D. Planning Group
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Jeff Chase is a Syracuse, NY fee-only financial advisor serving clients locally and across the country. S.E.E.D. Planning Group provides comprehensive financial planning, investment management, tax planning, and retirement plans to help individuals, families, business owners, and nonprofits organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Chase is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Chase is a Wealth Manager at S.E.E.D Planning Group.
As a Wealth Manager, I am committed to helping people find their meaning of success and working closely with them to achieve it. My goal is to sort out the complexities and make things easier to understand by providing a simple, focused, and interactive experience. Our lives are continually changing, and I have a passion for using planning to make the puzzle pieces fit together.
My wife Theresa and I love spending time with our son, Rocco, and the rest of our family and friends. In my spare time, you can find me on the golf course or making sure my lawn is greener than my neighbors. I enjoy good food, sports of all kinds, and finding new places to adventure with our golden retriever, Enzo. I am proud to call Syracuse home and feel blessed to be able to serve our community in a meaningful way.
Planning Teams and Specialties
- Financial planning team
- Sprout planning team
- 401(k) team
We believe you should have access to high-quality financial planning regardless of how much money you have. We are not your traditional financial advisors.
Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success.
We want you to have an awesome experience with real people who genuinely want you to be successful.
We are a fiduciary and we put your best interests first.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Jeff Chase
100 Elwood Davis Rd
Syracuse, NY 13212
31 Lewis Street
Binghamton, NY 13901
2030 Falling Waters Rd
Knoxville, TN 37922