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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’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 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 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!
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
Frequently asked questions about Sound Planning Group
How is Sound Planning Group rated?
Sound Planning Group has a 5 star rating with 219 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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