Quantum Financial Planning

We love our team at Quantum Financial Planning. They are always very helpful with keeping us informed on our options for investing and managing our assets.We feel very confident that we will be able to meet our goals. Even though we are not their only clients, they make us feel like we are. We would definitely recommend them to our friends and family.
Nov 26th, 2022

We were given Eric's number by a friend and coworker when we were anticipating retirement. We learned that we could indeed retire and never looked back! The year was 2008 and we couldn't be happier that we chose Quantum Financial. The staff are like family (homemade cookies by Hope for our meeting, yum). Eric and/or Tiffany are always available when we have an investment question. We have referred several friends as well as family to Quantum. We are truly grateful and thankful that we listened to Tom and Linda and called Quantum. Call Quantum, make an appointment and rest assured that you made the right investment decision for your future. Wally and Linda Carter P.S. those we have referred are happy they chose Quantum as well.
Nov 1st, 2022

Eric and team have been helping us will our invest for about 4 years They have done an excellent job I would recommend Them
Sep 29th, 2022

Before having contact with Quantum Financial Services, I spent time and investment with three other financial institutions. I have been with Quantum Financial for over 30 years and could not be more satisfied. Quantum's advisors know what they are doing. They are easy to work with, can answer all your questions, put your mind at ease and they will make you money.
Apr 22nd, 2022

My family has been invested with Quantum for at least two decades. They are a pleasure to work with and provide great, personal service and a very comprehensive take on financial planning. Their philosophy is fairly conservative in terms of risk, and we have had great financial results. I never worry when the market goes down. Our finances are now in order, thanks to Quantum, and it's a big mental relief to have them driving the process forward and staying on top of the tasks.
Feb 27th, 2022