SPG Advisors

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

11411 NE 124th St Ste 255, Kirkland, Was...

Phone Number

(425) 821-9442

Revenue

$5.8 Million

Industry

Finance Insurance Securities Trading

About SPG Advisors

Sound Planning Group is an independent financial planning firm based in Kirkland, WA, specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. They provide objective financial advice and customized strategies to help clients prepare for a confident retirement. The firm emphasizes a relationship-focused approach, offering trusted guidance and education to optimize clients' financial futures. Sound Planning Group serves clients primarily in the Greater Seattle area.Explore more
SPG Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

SPG Advisors Org Chart

DS
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Chief Executive Officer

PhoneEmail
Loren Downs, President at SPG Advisors
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SPG Advisors

$5.8M
11-50
Private
-
1998
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
1999
CS
Christian SchneiderFinancial Investment Advisor & Advisor & Representative
Illustration of an envelope

SPG Advisors Tech Stack

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Frequently Asked Questions Regarding SPG Advisors

What is SPG Advisors's official website?
SPG Advisors's official website is www.myspg.com
What is SPG Advisors's Revenue?
SPG Advisors's revenue is $5.8 Million
What is SPG Advisors's SIC code?
SPG Advisors's SIC: 62,628
What is SPG Advisors's NAICS code?
SPG Advisors's NAICS: 52,523
How many employees does SPG Advisors have?
SPG Advisors has 11-50 employees
What industry does SPG Advisors belong to?
SPG Advisors is in the industry of: Finance, Insurance, Securities Trading
What is SPG Advisors competition?
SPG Advisors top competitors include: Alliance Wealth Advisors, Pazera Capital Management, Girard Financial Group
What technology does SPG Advisors use?
Some of the popular technologies that SPG Advisors uses are: Google Font API, Slack, GoDaddy DNS, Fastly
How do I contact SPG Advisors?
SPG Advisors contact info: Phone number: (425) 821-9442 Website: www.myspg.com
What does SPG Advisors do?

Sound Planning Group is an independent financial planning firm based in Kirkland, WA, specializing in retirement planning, wealth management, and personalized income strategies for individuals and families. They provide objective financial advice and customized strategies to help clients prepare for a confident retirement. The firm emphasizes a rel... ationship-focused approach, offering trusted guidance and education to optimize clients' financial futures. Sound Planning Group serves clients primarily in the Greater Seattle area.Read More

What are SPG Advisors social media links?
SPG Advisors Linkedin page SPG Advisors Facebook page
Is SPG Advisors a public company?
SPG Advisors is private company therefore does not currently have an official ticker symbol
See more information about SPG Advisors

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