Sound Financial Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

PO Box 1012, Snohomish, Washington, 9829...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
2
2

About Sound Financial Group

Sound Financial Group specializes in financial coaching for high earners, focusing on personalized strategies rather than product sales. They aim to provide clarity and confidence to ambitious adults by aligning financial decisions with individual values and long-term goals. Their services include comprehensive planning, unbiased expertise, and guidance on complex financial matters. The company is dedicated to helping clients take control of their financial futures through a philosophy-driven approach.Explore more
Sound Financial Group's Social MediaPopular SearchesSound Financial GroupMedia SFGSIC Code 62,628NAICS Code 52,523Show more

Sound Financial Group Org Chart

PhoneEmail
Cory Shepherd, President & Financial Advisor at Sound Financial Group
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President & Financial Advisor

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LC
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Financial Associate & Advisor

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EF
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound Financial Group

<$5M
11-50
Private
-
2009
Cory Shepherd, President & Financial Advisor at Sound Financial Group
Cory ShepherdPresident & Financial Advisor
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2009
DD
David DerosaFinancial Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
1993
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sound Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound Financial Group.

Sound Financial Group Tech Stack

A closer look at the technologies used by Sound Financial Group

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Frequently Asked Questions Regarding Sound Financial Group

What is Sound Financial Group's official website?
Sound Financial Group's official website is www.sfgway.com
What is Sound Financial Group's Revenue?
Sound Financial Group's revenue is <$5 Million
What is Sound Financial Group's SIC code?
Sound Financial Group's SIC: 62,628
What is Sound Financial Group's NAICS code?
Sound Financial Group's NAICS: 52,523
How many employees does Sound Financial Group have?
Sound Financial Group has 11-50 employees
What industry does Sound Financial Group belong to?
Sound Financial Group is in the industry of: Finance, Securities Trading
What is Sound Financial Group competition?
Sound Financial Group top competitors include: Great Lakes Wealth Advisors, Cardinal Investment Group, Sterling Total Wealth Solutions, Greenberg Financial Group
What technology does Sound Financial Group use?
Some of the popular technologies that Sound Financial Group uses are: WordPress.org, Cloudflare Website Optimization, Microsoft 365, Font Awesome
What does Sound Financial Group do?

Sound Financial Group specializes in financial coaching for high earners, focusing on personalized strategies rather than product sales. They aim to provide clarity and confidence to ambitious adults by aligning financial decisions with individual values and long-term goals. Their services include comprehensive planning, unbiased expertise, and gui... dance on complex financial matters. The company is dedicated to helping clients take control of their financial futures through a philosophy-driven approach.Read More

What are Sound Financial Group social media links?
Sound Financial Group Linkedin page Sound Financial Group Twitter page
Is Sound Financial Group a public company?
Sound Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sound Financial Group

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