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Sound Planning Group
- Kirkland, WA
About this business
Location details
11411 NE 124th St #255, Ste 255, Kirkland, WA, 98034, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I’m so thankful my husband and I were referred to Sound Planning Group by a family member two years ago, and we’ve been working with Loren Downs ever since. Loren has been extremely knowledgeable (and patient!) regarding all of our financial decisions and questions, and also very personable and enjoyable to work with. He listens well and tailors his suggestions to our risk tolerance and tries to make sure we understand the pros and cons of every decision we make. And we have been very satisfied with the results. We have ... read more
We’ve been using Sound Planning Group for the past nine years for their financial advice and services. They are definitely a top-of-the-line company! We’ve had personal interactions from the front office to the CEO. Everyone, and I mean everyone, has been friendly, helpful, and makes you feel welcome and that what you have to say really matters. Their listening skills are outstanding. And… our portfolio keeps on growing. My wife and I highly recommend them!
I would highly recommend Sound Planning Group for your retirement planning needs. We have been so pleased with everyone that has guided us in the process of our retirement planning. From our initial inquiries, to opening our IRA's, 401K rollovers, transitioning to Medicare and now applying for social security, everyone has been wonderful. They treat you like they value you as a customer and "family member". Thanks especially to Loren, Victoria and Gretchen for their guidance and patience! Keep up the excellent work!
We have found everyone at Sound Planning Group to be knowledgeable, friendly and great to work with. Loren Downs is our advisor, he takes the time to listen to our goals and talk through options. The SPG team does quarterly meetings that provide us with detailed insight as to what is happening in the the financial markets and what may happen or what to look for. We have found these to be very beneficial.
I had been with Fidelity my entire working life, and always assumed that was the best option. That changed after I attended a retirement seminar, where my conversation with Sound Planning Group (SPG) began. From our first meeting, it was clear they were different—they listened to me. Imagine that! I met with CJ Lovsted, and he has been absolutely amazing to work with. He put together a comprehensive financial plan that truly reflected my needs and goals. Just to compare, I called Fidelity and told them I was thinking of lea... read more
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 220 reviews.
When is Sound Planning Group open?
Sound Planning Group is open now. It will close at 6:00 p.m.
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