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Sound Planning Group

EST. AUM
$535,426,153

CONTACTS
1

CLIENT ACCOUNTS
2,366

Firm Details

Metro area Seattle
CRD Number 284496
Website myspg.com
Client types

Overview

Sound Planning Group is a team of dedicated professionals specializing in retirement planning for individuals approaching their next life milestone. With over 25 years of experience in Kirkland, WA, the firm focuses on creating comprehensive financial strategies tailored to clients' needs. Sound Planning Group, Inc. offers Medicare and insurance products, while its affiliate, SPG Advisors LLC (SPGA), provides investment advisory services as an SEC-registered firm. SPG Advisors has a co-provider agreement with Synergy Asset Management.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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