Jessica Blake
S.E.E.D. Planning Group
Wealth Manager
Jessica Blake
S.E.E.D. Planning Group
Wealth Manager
“Set a goal so big that you can’t achieve it until you grow into a person who can.” -Zig Ziglar - Jessica Blake
Fee-Only financial planner located in Binghamton, NY, serving clients locally and across the country
Jessica Blake is a Binghamton, 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, Jessica Blake is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jessica Blake is a Wealth Manager at S.E.E.D. Planning Group.
As a Wealth Manager, I am committed to creating a supportive environment to listen to clients and truly understand what their needs are to be able to help them find ways to get moving in the best direction to achieve their goals.
I am really passionate about fulfilling my Fiduciary obligation to our clients and using my background in Trusts/Estates to help clients feel good about their overall planning and the direction they are moving.
Some of my favorite things are sunshine, early morning hours, spending time with my husband Chris, spoiling my sassy dog, lifting weights, running insanely long distances, and drinking excessive amounts of strong coffee. I love learning and am fascinated by human psychology, which in turn makes me eternally committed to personal and professional growth.
Planning Teams and Specialties
- Financial planning team
- Estate and philanthropy 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Jessica Blake
Office Locations:
-
31 Lewis Street
Suite 401
Binghamton, NY 13901 -
100 Elwood Davis Rd
2nd Floor
Syracuse, NY 13212 -
2030 Falling Waters Rd
Suite 180
Knoxville, TN 37922
