S.E.E.D. Planning Group, LLC
Jeff Chase is a seasoned finance professional with extensive experience in financial planning and wealth management. Currently serving as Senior Vice President and Senior Wealth Manager at S.E.E.D. Planning Group, LLC since December 2020, Jeff has previously held positions as a Financial Advisor at Key Investment Services, TIAA, Wealth Resources Network, and Prudential Financial, illustrating a solid career trajectory in the finance sector. Jeff Chase attained a Bachelor of Science degree in Business Management from Niagara University.
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S.E.E.D. Planning Group, LLC
S.E.E.D. Planning Group is a fee-only financial planning and investment fiduciary with a duty to put our client's needs first. We believe you should have access to high-quality financial planning regardless of how much money you have. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We are a fiduciary, and we put your best interests first. All of our financial planners and wealth managers are on salary - no commissions. Our financial planning costs are fully disclosed, transparent, and easy to understand. Check out our 'Ditch the Suits' Podcast at https://seedpg.buzzsprout.com/ *Members of the National Association of Personal Financial Advisors (NAPFA) and the Fee-only Network*