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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 |
We have had the pleasure of working with Loren Downs and the phenominal staff at Sound Planning Group for a year and a half. We have been thoroughly impressed by their absolute integrity, flexibility, patience, expertise, caring, and listening skills. From the day we first engaged with SPG, they have made us feel like their most important client. Their quarterly State of the Market seminars are extremely informative and fun. We highly recommend SPG.
We have been customers of SPG for years. In particular, I’d like to recommend Victoria Blehm, our Medicare consultant. She is the BEST. She listened to us and found the PERFECT plan for us. Last year I was in the hospital 3 times. She checked in on me and she and my financial consultant sent me a lovely soup and goodies gift. We have no worries knowing that SPG and in particular, Victoria looks after us! We are so lucky! We love you Victoria! Toy and Linda Juwvipart!
I had a wonderful experience working with Tyler and the team at Sound Planning Group. I recently needed help navigating my Social Security benefits, and what initially felt overwhelming quickly became much more manageable after speaking with Tyler. He took the time to walk me through everything step-by-step, answered every question with patience and professionalism, and helped me understand what to expect moving forward. What stood out most was the level of care and attention to detail. I never felt rushed or like I was “ju... read more
My wife and I met with Loren Downs at Sound Planning Group to discuss retirement options and where we were financially. Loren spent over an hour with us discussing our options and how we could wisely move forward in retirement. His financial knowledge and willingness to share that information with us was extremely valuable and left us feeling very comfortable with our retirement plan. I believe he gave us very sound advice on moving forward with SSI and a plan that was personalized for us. I highly recommend Sound Planning G... read more
I had the pleasure of working with Dmitriy Lebedev during my Medicare enrollment. I had an excellent experience getting help with my Medicare enrollment. The entire process can feel overwhelming, but the guidance I received made everything so much easier. He took the time to clearly explain all my options, including Medicare Parts A, B, and D, and helped me choose the plan that best fit my needs and budget. What stood out most was his patience and professionalism. No question felt too small, and Dmitriy made sure I underst... read more
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 286 reviews.
When is Sound Planning Group open?
Sound Planning Group is closed now. It will open tomorrow at 9:00 a.m.
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