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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 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
I attended a free financial seminar/talk at Bellevue college presented by SPG. It was purely informational, rather helpful. I later attended one for Medicare to help myself prepare. They were so inspirational that i contacted SPG and met with them. One of the best moves of my life. Cody, CJ & Caitlyn are so helpful (and friendly)-explaining everything & following through at every step. No other investment group has done better for us (financially) or given us really great options as well as making us feel comfortable and in... read more
We have been clients of Loren Downs and his team at SPG for the past seven years, and our experience has been nothing short of exceptional. The team is incredibly competent and responsive, always addressing our concerns promptly and effectively. Their high level of integrity and extensive knowledge of financial planning have consistently impressed us. What sets them apart is their personable approach and genuine interest in our specific financial goals and needs. They take the time to listen and provide tailored options tha... read more
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.
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 211 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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