This profile has been claimed by the business owner or representative.
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
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!
SPG has been such a pleasure to work with. I love all the Quarterly Updates & communication to help us understand the crazy economic world. Joe and Loren have guided me successfully in reasonable plans during different stages of my retirement, making it very easy to transfer funds and contact them. The staff is always extremely helpful in whatever is needed.
The team at SPG are truly amazing. When you walk in the office, it is such a warm and welcoming environment. I met with Joe Duncan and had questions about college saving plans and life insurance. Joe spent as much time with me as I needed, answering all of my questions, and I left in a much better place than when I came in. I would highly recommend Sitting down with one of the advisors at SPG if you are in need of a retirement plan. It’s a little soon for me, but I will certainly be hiring them for my retirement needs!
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 190 reviews.
When is Sound Planning Group open?
Sound Planning Group is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com