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Sound Planning Group
- Kirkland, WA
About this business
Specializing in Financial Advising, Safe Money Strategies, Long-Term Care, and Medicare
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 have had nothing but extremely positive experiences with Sound Planning Group. I have a great investment plan that they constantly review. Very personalized plans for each investor, nothing cookie cutter about it. I feel they truly care for their clients. They have helped me through planning for retirement and now being able to enjoy my life without worrying about finances. They helped me navigate Social Security an Medicare as well. My advisor, Gretchen, has been amazing in answering any questions that I have ever ... read more
SPG provides a safe harbor for my ship of financial concern. The atmosphere in their office is warm, friendly, kind and patient. With their assistance I now have a solid retirement plan, tailored to my needs and risk tolerance, that is anchored in the cumulative knowledge of a team of experts. My advisor, Joe, keeps me up to date on changes and patiently listens and responds to my concerns.
My husband and I had our annual visit with Loren. He is knowledgeable, personal, caring, and kind. Perhaps one of the qualities we appreciate most is we can trust Loren with our best interests. He feels like a friend, and neither talks above or below us. He is always available to answer a question or concern. We have been with him for several years and feel totally confident with his management and integrity.
It has been a wonderful experience since meeting the SPG team at a class they invited us to. After several discussions, my wife and I decided to work with them for retirement planning. Since then, we have worked with Loren and his associates, and it has been a pleasure from the beginning of the process. We have enjoyed their market update meetings, their social evenings and working with the team to develop a solid plan moving forward. A very professional group who take their fiduciary responsibility seriously. So happy we jo... read more
I initially attended SPG's SS and Medicare classes and have since met with Loren and Joe at their office to zero in on our financial plan questions and future goals. Their whole team is very caring and informative. I'm greatful for their financiall planning assistance. They are an excellent team!
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 197 reviews.
When is Sound Planning Group open?
Sound Planning Group is closed now. It will open at 9:00 a.m.
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