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February 2024 by Alan Gordon
My wife and I have been clients of SPG since before our retirement. We are very glad we chose them. Their whole team is a pleasure to work with and they have helped guide us into retirement and have developed with us a sound financial plan for our future. Our SPG manager, Joe Duncan, is always responsive to our needs and questions, and we like working with him. We feel our money is in good hands with SPG and would highly recommend them.
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February 2024 by Tom Bradbury
CJ led a very positive and useful initial meeting for us.
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February 2024 by Raam Mahadevan
My wife and I have been with SPG Advisors for several years now. It's been a pleasure to work with them. Their staff is very polite, and patient. Our thanks go to Loren Downs who has taken very good care of our portfolio. We would have no hesitation in recommending SPG Advisors to our friends.
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February 2024 by Kathy Higbee
My husband and I have been working with Loren for two years. He is quick to respond to our questions, the state of our accounts and to guide us in making financial decisions. It is comforting and reassuring to know that our accounts are safe and in very good, thoughtful hands. We are so happy to be a part of the Sound Planning Group.
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February 2024 by Barbara Billinghurst
Exceptional service! Cody solved my social security problem and provided great retirement advice to my husband and me. The whole SPG team is caring and knowledgeable; the best!!
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February 2024 by Jana Musseau
Sound Planning Group and Loren are amazing to work with. They are always responsive to our requests and questions. They have provided great guidance with our finance which have resulted in financial growth. We look forward to meeting with Loren, It is like meeting a friend.
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February 2024 by Cle Him
My wife and I have been with SPG for over 5 years. Loren Downs has always been there for us and we are so grateful to have him as our advisor. Thanks Loren and to all of the staff at SPG for your excellent service.
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February 2024 by Marty M
At the recommendation of a family member, I was put in touch with Loren Downs at Sound Planning Group. I told him from the start I was quite ignorant in the world of money and investments. After discussing my financial situation, Loren helped me reposition my investments into a fund which is now getting me a much better return. Loren is a true professional at what he does, which became very clear from the start, and I just wish I had come to him earlier. I would recommend contacting him to anyone in my situation needing someone to guide them into a better financial position. Thanks again Loren.
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February 2024 by Ron Rashell
They are outstanding they do what they say and say what they will the best company I have been with in my 40 year in the market and dealing with financial companyThank you
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January 2024 by Jc Carlson
Love love love this group. Loren Downs and his associates are the BEST. They always have time to take my calls and questions. My money has grown. They are a fiduciary so they have given me great advice even if some of the things don’t make them money. They really care about their clients and it really shows.
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December 2023 by Marsha McKim
Loren Downs, one of the top Advisors in this company, is truly Amazing! He genuinely cares about his clients. Loren treats our investments as carefully as he does his own. He stays on top of changing market conditions and regularly reaches out to provide updates and ideas for how we might even better maximize our investments. If you are in need of a top notch financial advisor, you will not be able to do better than Loren Downs at Sound Planning Group.
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November 2023 by Tom Washington
When my wife and I retired in 2018, we didn't know where to turn for advice on retirement planning, taxes, and investments. A client of SPG suggested to my wife to attend one of their free seminar/educational presentations. Being impressed with what she heard, we met with SPG, went home and considered our options. We became clients, and feel today that it was one of the best decisions we could have made. Everyone we have encountered at SPG during the last five years has been so friendly, helpful, and knowledgeable. Like others who have written reviews, we sleep well at night, knowing that our financial future is being managed by people with the utmost integrity.A special shout-out to Quinton, our advisor, who quickly responds to our questions.We so appreciate Mark, who is the founder of SPG and THE go-to-guy for all things Medicare.
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November 2023 by Brenda Fisher
Incredibly deep knowledge, a short and long term view that is easy to understand, and stellar customer service that feels like family. SPG has provided us the confidence that our financial future is solid. Special shout out to Cody and CJ who are SOTEs (Salt of the Earth)! Thank you for all you do everyday ?
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September 2023 by robert blasich
These folks really do have your best interests at heart. Friendly and easy to work with.
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August 2023 by Marsha M.
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 a bad choice for investors; however this particular Fiduciary / Advisor basically ignored multiple phone calls and emails in regard to an account of ours that was losing upwards of $5K a month for a total loss of $50K in less than a year. His response was always the same: "It (the account) is not the largest part of your portfolio." He was correct; however we still were not happy about losing over $50K due to his failure to even look more closely at the account to see if there might be a better alternative for us (which of course there was). Although at first their management basically blew us off when we complained about our Advisor's neglect of his Fiduciary duties, eventually they did refund some of their fees. Over a year later, that advisor is STILL there and we are still out over $40K.
