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
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SPG Advisors

Sound Planning Group is an independent financial services firm that provides customized retirement strategies and wealth management solutions for individuals and families. They offer a variety of investment and insurance products designed to align with clients' specific financial goals. The firm operates in collaboration with SPG Advisors LLC, an SEC-registered firm that specializes in investment advisory services. Their offerings include Medicare consulting, insurance products, and guidance from qualified professionals on legal and tax considerations.Explore more
SPG Advisors's Social MediaPopular SearchesSpg Advisors LLCSound Planning GroupSound Planning Group IncSound Tax Planning LLCStrategic Benefits IncSIC 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
United States flag for contact location.

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
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
2002
KW
Keith WhittPresident & Financial Advisor
<$5M
1-10
Private
-
1999
MG
Mary GirardDirector, Operations
<$5M
1-10
Private
<$5M
2017
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SPG Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

SPG Advisors Tech Stack

A closer look at the technologies used by SPG Advisors

Top Finance Companies

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: Monument Retirement & Wealth Advisory, Fiduciary Management Group, Alliance Wealth Advisors, Pazera Capital Management
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 services firm that provides customized retirement strategies and wealth management solutions for individuals and families. They offer a variety of investment and insurance products designed to align with clients' specific financial goals. The firm operates in collaboration with SPG Advisors LLC, an S... EC-registered firm that specializes in investment advisory services. Their offerings include Medicare consulting, insurance products, and guidance from qualified professionals on legal and tax considerations.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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