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“I've had a fantastic experience with Wealth Management, especially due to the expert advice provided by Mrs. Fariba Ronnasi. The company offers sound financial consultations tailored to my risk tolerance, which has been incredibly beneficial. Communicating with this excellent company has always left me reassured because of their reliability and the accurate guidance they provide on investment risks and benefits. With their help, I've been able to make informed decisions about the best solutions for my financial needs. Over the years, their team has consistently demonstrated a keen foresight in market trends and financial matters, proving their expertise time and again. I am truly grateful for their support and the peace of mind it brings.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“9 months in, my wife and I could not be happier with our experiences with the Sound Planning team. They provided the retirement planning solutions that our previous advisor was just not equipped to provide. We are grateful to our previous advisor for getting us through the accumulation phase. Unfortunately, they provided us with none of the answers for entering retirement. Sound Planning answered our questions with detailed answers while fully and transparently disclosing fees. What we particularly appreciated was an in-depth exploration of our risk tolerance with creative plans offered to meet our needs. We highly recommend Sound Planning to anyone looking for professional, competent, customer-focused & ethical retirement and financial planning.”