Sound Planning Group

6 reviews

+1 (425) 821-9442

Website

Photos

Sound Planning Group, an independent Financial Advisor in Kirkland, WA

Our Medicare Team: Victoria Brown, Dean Hale, and Mark Stryzewski

Joe Maas & David Stryzewski presenting the quarterly market update.

CJ Lovsted, CFP®
Investment Advisor Representative — CJ Lovsted, CFP® Investment Advisor Representative

Justin Lohman, COO, CCO,
Investment Advisor Representative — Justin Lohman, COO, CCO, Investment Advisor Representative

Cody Crawford,
Investment Advisor Representative — Cody Crawford, Investment Advisor Representative

11411 NE 124th St Ste 255

Kirkland, WA 98034

+1 (425) 821-9442

https://myspg.com

History

Serving the Pacific Northwest Since 1998, Sound Planning Group specializes in providing Retirees and Pre-Retirees with security, consistency, and predictability in their retirement, through sound strategies proven to last a lifetime... no matter what the Stock Market does.

Specialties

Specializing in Financial Advising, Safe Money Strategies, Long-Term Care, and Medicare

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Reviews

4.56 reviews

John R.

4/17/2023

We had been working with another Financial Advisor for decades, but there were lingering thoughts about many things. When he gave us absolutely no advice on utilizing our savings and investments...

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Billie G.

3/15/2024

I have been with Sound Planning group for eight years. They have done an outstanding job managing my portfolio! My financial advisor, Joe Duncan, is an effective, honest, knowledgeable and...

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Mike M.

3/6/2023

.........the following testimonial is for Loren and CJ from SPG who have managed our transition into retirement unbelievably.......... My wife Mollie and I have both recently retired. We had been...

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Marsha M.

8/22/2023

After attending one of this company's VERY impressive seminars, we made the mistake of turning over all of our investments to one of their Investment Advisors. We feel the company overall is not...

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Douglas M.

6/11/2016

Excellent presentation for planning one's financial goals already in, or near retirement! We found them to be honest, very knowledgeable, and we feel they are working in our best interests. David...

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The H Group

The H Group Inc, based in Bellevue, WA, offers independent wealth management solutions with a focus on clarity and confidence in a complex financial world. Their team of highly experienced Certified Financial Planner professionals are dedicated to enhancing clients' financial futures through comprehensive planning services. With a network of advisors across multiple locations, The H Group's team collaborates closely to share deep expertise and provide personalized financial guidance. Clients benefit from the combined years of experience, dedication, and passion for financial planning that each advisor brings to the table.Generated from the website

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"I am a former investment client of one of the owners of this business who pretty much stock-churned me hard, for several years. I lost a lot of money on his stock recommendations. He recommended..."

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The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Bothell is here for you, serving Bothell and the greater Seattle area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

United States›Washington›Kirkland›Sound Planning Group

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