Jeff Chase
Sr. Vice President, Financial Planning and Sr. Wealth Manager
S.E.E.D. Planning Group
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Offices in Syracuse, and Binghamton, NY, as well as Knoxville, TN. Virtual - We can help from anywhere with Microsoft Teams.
We are fiduciaries. A fiduciary is legally bound to put their client’s best interests ahead of their own.
S.E.E.D. Planning Group provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
Contact us to schedule an introductory call to see if we may be a fit for you.
Get to Know Jeff Chase
Jeff Chase leads S.E.E.D.'s Financial Planning team, serves as a Senior Wealth Manager, and is a member of S.E.E.D.'s Leadership Team.
As a Senior Wealth Manager and Senior Vice President of Financial Planning, I enjoy helping people find their meaning of success and working closely with them to achieve it. My goal is to help 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 kids, Rocco and Giuliana, and our golden retriever, Enzo. You can find me on the golf course or attending Syracuse basketball games in my spare time. I enjoy great food, sports of all kinds, and the company of our family and friends.
I am so proud to call Syracuse home, and I feel blessed to be able to serve our community in a meaningful way.
jchase@seedpg.com
Planning Teams and Specialties
- Financial planning team
- Sprout planning team
- 401(k) team
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Estate and Complex Family Planning
- Philanthropy
- College Planning
Ideal Clients:
- High-net worth individuals and couples
- Retirees and Near Retirees
- Business Owners and Executives
- Career Builders & Young Families
- Non-Profits
- Sudden Money Situations
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Office Locations
100 Elwood Davis Rd, 2nd Floor - Syracuse, NY 13212
31 Lewis Street, Suite 401 - Binghamton, NY 13901
2030 Falling Waters Rd, Suite 180 - Knoxville, TN 37922
