WM
Wendy Mc Dermott
Executive Assistant & Office Manager at Sound Planning
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Work Experience
Executive Assistant & Office Manager
May 2016 - Present · 8 years and 7 months
Christ Church Kirkland
Event Coordinator
Present
Company Details
11-50 Employees
We’re a team of passionate professionals dedicated to helping people nearing retirement. We specialize in creating comprehensive retirement plans focused on creating a well-thought-out strategy that will address your financial needs and concerns through your next milestone. Prepare for the years ahead with greater confidence. We have been in business for over 25 years in Kirkland, WA. Disclosure: Sound Planning Group, Inc. and SPG Advisors LLC (SPGA) collectively operate under Sound Planning Group (SPG). Investment advisory services are offered through SPGA, an SEC-registered investment advisor. Sound Planning Group, Inc. offers Medicare and insurance products.
Year Founded
1998
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
11411 NE 124th St Kirkland, Washington 98034, US
Keywords
Medical InsuranceMedicare InsuranceSafe Money StrategiesLong-Term Care InsuranceRetirement PlanningLife InsuranceDisability Income / Paycheck ProtectioWealth ManagementInvestment PlanningTax-forward Planning
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