Reviews for Quantum Financial Planning

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  • Quantum Financial Planning, based in Spokane, Washington, is a registered investment advisor that has been serving the Pacific Northwest since 1979. The firm offers comprehensive financial planning, investment planning, and wealth management services, emphasizing a fee-only advisory model. Clients appreciate the dedicated and helpful team, who keep them informed about investment options and asset management. Many feel confident in their ability to meet financial goals, noting that the staff treats them like family and provides personalized attention despite a diverse client base. One client shares that the team helped them realize they could retire comfortably, leading to a sense of gratitude and happiness with their choice. The positive experiences have prompted numerous referrals to friends and family, reinforcing the business's reputation for reliability and support. Overall, Quantum Financial Planning is highly recommended for those seeking trustworthy guidance in their financial journeys.

From Quantum Financial Planning

Quantum Financial Planning is a Pacific Northwest-based Registered Investment Advisor based in Spokane, Washington. Our services include comprehensive financial planning, investment planning, and implementation, and wealth management. We are a locally owned and independent team of financial planning professionals that have been in business since 1979. Fee-only advisory services are offered through Quantum Financial Planning Services, Inc., a Registered Investment Advisor.

Hours

Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Map & Location

1212 North Washington StSuite 220, Spokane

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