Sound Planning Group
SPG Advisors, LLC (“SPGA”) is an SEC-registered investment adviser located in Kirkland, Washington. SPGA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SPGA's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SPGA's website on the Internet should not be construed by any consumer and/or prospective client as SPGA's solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SPGA...
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Sentiment Analysis
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 company
They are a fiduciary so they have given me great advice even if some of the things don’t make them money.
After discussing my financial situation, Loren helped me reposition my investments into a fund which is now getting me a much better return.
He is quick to respond to our questions, the state of our accounts and to guide us in making financial decisions.
Cody solved my social security problem and provided great retirement advice to my husband and me.
They have provided great guidance with our finance which have resulted in financial growth.
Loren Downs has always been there for us and we are so grateful to have him as our advisor.
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.
Incredibly deep knowledge, a short and long term view that is easy to understand, and stellar customer service that feels like family.
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.
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