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.
We have had an excellent experience working with Nick and the Quantum team. When we have had to make significant financial decisions or have gone through big life changes, Nick has been an informed, grounding, and compassionate third voice for us. We can trust that our investments are well taken care of, and so appreciate his help and support in short term and long term planning. Thanks Quantum for your good work and support!
Can you believe we live across the country on the East Coast but miraculously found the best financial advisors (of course *fiduciaries*!) in Spokane??! We had had two advisors in CT and NJ, but the last one put us in an annuity (not recommended for seniors) where he earned a large commission. We were paying 2.5% of our assets in annual fees. Thank goodness that our son’s in-laws out in California cared enough to tell him about Quantum. With phones and the Internet we realized that we could get better service than if an advisor was “next door”. So we moved our investments and the fees changed to about .8-1.0%! AND Quantum has made us enough in assets that we can… read full review
We have worked with Quantum Financial for over 5 years now. We have either been put right through to our planner or he calls us back within hours. He is always prepared for our meetings, excelling our expectations in recalling our last meeting and clearly lining out our progress and current standing. We are retired, so is important to us not to be in high risk, yet he managed to get us a nice return while keeping us safe. Thank you for your great work!!
720 West Boone Avenue Ste 100, Spokane, WA 99201
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