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...
Official Website
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Sentiment Analysis
Their green, yellow, red-money approach to retirement investing make so much sense across the spectrum of retirees and can easily be customized for any type of investor.
Cody is knowledgeable, professional but down-to-earth, constantly keeps us updated, and not only tells us what’s best for us financially, but teaches and explains to us WHY it is.
There was never any pressure to become a customer, just a willingness to answer questions and provide information.
I have been with SPG for approximately six years, I love the one stop shop for assistance in finances, Social Security, Medicare and real estate in reference to sales and DST 1031 help and the people I work with at SPG are wonderful.
My husband and I first met with Sound Planning Group when we needed some guidance when signing up for Medicare and Social Security.
Four years ago my wife and I were shopping for a 'one stop shop' for investment and planning advice and decided to go with Sound Planning Group.
Excellent, professional and kind are the characteristics I would ascribe to this organization and it's employees...
Since my using SPG Advsors my life is more secure and I have increased financially, not to mention I feel like I have an extended family.
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