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Sound Planning Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 5 Customer Reviews

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Review Details

  • Scott B

    Date: 04/27/2024

    I'm not a customer yet but I was treated as though I was as important as any customer that has been one for a long time. ***** is the name of the Associate that I met with and he treated me like an old friend and a customer. I'm about to sell my house and retire out of state and ***** answered all of my questions and gave me some good advice. When I sell my house I plan on investing a large portion with Sound Planning Group. Give them a call and make an appointment if you have any questions about investing for your future, I'm sure they will make you feel at ease and give you some good advice too. ***********************

  • Debbie S

    Date: 03/17/2024

    I have been with the *** planning group since 2014 and they have been terrific.Answering any & all questions I might have. They are very professional & friendly and have a great team of knowledgeable financial analysts to consistently make great decisions regarding my accounts & my plans for retirement.I highly recommend them you won't be disappointed.Sincerely,***************************.

  • Bonnie B

    Date: 03/07/2024

    I thoroughly enjoy and feel comfortable having **** as my financial advisor. He has helped me trust that I am going to be ok financially in my retirement and still be able to do all those things, such as travel, that I have had to put off while working. He helps allocate the funds in my retirement accounts to help them grow and provide me with a secure retirement. I am so glad that I attended the ******** seminar presented by Sound Planning Group several years ago which connected me to this wonderful financial advisor. Thank you ****!

  • Herbert F

    Date: 03/06/2024

    Amazing organization i enjoy working with ******************** and Cj

  • Therese Z

    Date: 03/06/2024

    I have been working with SPG for approx 4 years. We started by going to their complimentary class on Retirement , then went to the class on Social Security and ********* We were shocked how much we DID NOT know and how at ease they made us feel. Now that we are both retired, I cant even begin to imagine how we would have navigated this journey without SPG. Such a trustworthy , professional and personal company. I have shared them with many of my friends and will continue to do so in the future.

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