About Quantum Financial Planning
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.
I have been doing business with Quantum Financial Planning for many years. And I can say that this is the best company that I have done business with. Everyone from the front desk people all the way to Financial panniers that I talk too they are always very friendly and are willing to talk to me to ask how I am doing and have been doing.And they are also will to talk to me and to show me what I might be able to do to reach my financial goals so that I can be able to retire when I want.
We have worked with Eric, Micah and the Quantum team for a number of years. In them, we have found a fiduciary team whose values of honesty, trust, financial literacy and advocacy resonate with our own. Our relationship has supported clarity, opportunity and peace of mind. We rest well knowing that they have our back and recommend them without hesitation.
Quantum Financial is 2nd to none!
There are many reasons that I feel this way. To start, the Quantum's team, led by my personal CFPs (Eric, Bailey, Joe)'s professionalism is
2nd to none. The office is clean, quiet, elegant, and exceeds expectations.
To share my personal financial story, in 9 years, with their guidance, my net worth has gone from being at or near zero, to being in the top 3% of all US citizens. I couldn't be more pleased.
They have reasonable fees, and they treat you like you are the only client they have.
They will take the time to look over all the possibilities to protect you, with recommendations regarding insurance to wills.
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