Sound Planning Group
Financial AdvisingHours:
11411 NE 124th St #255, Kirkland WA 98034 Hours
Most Recent Reviews
September 2025
Work with Joe Duncan at SPG and he has done an excellent job. Takes the time to look closely at my account and align it with my needs. Talks it over with me and together get the most out of my investments.
July 2025
Working with SPG has been a very good experience. Our advisor has been very helpful in helping us navigate the often-confusing array of financial markets and products. I definitely recommend checking them out.
July 2025
Cari is always friendly and professional, plus she’s organized and competent!
More Comments(163)
About Sound Planning Group
The retirement process doesn't have to be a puzzle. We build financial plans to help optimize your future. Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC-registered firm, that offers investment advisory services under the brand SPG. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. SPG is not affiliated with or endorsed by any government agency.
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