Quantum Financial Planning - Spokane, Washington

Debra B. D.

Quantum has been working with my husband and me for over 30 years, through 2 generations of financial planners now. They have helped manage our assets over the years to achieve our desired goals in retirement. Along the way they have helped us navigate investment, tax preparation and retirement issues. They are amazing and we couldn't have done it without them. We have utmost confidence in this organization and the hardworking, knowledgeable people that are always available for our calls and questions.

Pam C.

I cannot recommend Quantum Financial highly enough. During one of the most difficult times in my life—the loss of beloved family members —their team provided not only financial guidance but also genuine support and care. They handled every detail with professionalism and compassion, making a challenging process much easier to navigate.

Beyond their outstanding service, my rate of return has been exceptional. Their strategic approach and expert financial management have consistently exceeded my expectations. I feel confident knowing that my financial future is in the hands of a team that truly cares about their clients’ well-being and success.

If you’re looking for a financial services company that goes above and beyond, both in service and results, Quantum Financial is the best choice. I am incredibly grateful for their dedication and expertise.

Randy R.

Jordan, Maddie and the entire Quantum team have been incredibly valuable to our family's unique financial planning requirements. From home purchases to college and retirement planning, the team is incredibly responsive, always accessible, and treats us like an extension of a broader Quantum family. I don't worry about our investments and fully trust their guidance and approach to dynamic risk management. I'd wholeheartedly recommend Quantum to anyone considering their services.

Joe P.

You won't go wrong partnering with Quantum. It's the best financial decision we have ever made. It's been more than 20 years with Quantum and we have never been disappointed. We meet every 6 months and we are always happy with the results. Their guidance has given us the kind of financial freedom that we would have never attained on our own. These folks are great at explaining our options and couldn't be nicer. They treat us like we are their favorite clients. We have recommended Quantum to many family and friends and will continue to do so.

Jennifer G.

The team at Quantum has provided excellent customer service to us for over 20 years. Their conservative approach to balancing our portfolio has served us well over the years as they are both wise and realistic when it comes to financial markets. Our semi-annual reviews are always informative and encouraging, confirming that we are partnered with a team that is knowledgeable, reputable and highly ethical in their management and advisement of their client’s resources. We would not hesitate to recommend anyone to Quantum for wealth management services.

Lory M.

My late husband and I took our financial information to Quantum for review a couple of years prior to our retirement. We were very impressed by our advisor, Eric Christiansen’s analysis of our finances and advice for our investments. I will always remember my husband’s delight when Eric told him he could retire that day if he wanted to. Quantum’s projections of our retirement incomes and guidance insured that we would be financially secure after retirement.

Micah Coski is now my advisor and through his management of my portfolio I have received a very good gain. I realize that the market is up this year, but I also credit Quantum’s management of my portfolio and their guidance for the profits. Quantum treats me like family and I know that they are only a phone call away. It was particularly important after my husband passed away.

Thank you Quantum ~ I highly recommend their financial planning services. You won’t be sorry.

Jane K.

The Quantum Team members are very personable and caring. We joined in 2009 I believe. Immediately we felt comfortable in how they listened to our concerns and answered our questions, often explaining to us in simple terms the world of finance so we could understand. They have always given us wonderful advice and we trust them to handle our account. They are extremely prompt and courteous when addressing any questions or concerns we have had. We are delights we found them when we did to handle such a great responsibility. We trust their knowledge and expertise in the field of finance. Thanks to all of them we feel very secure with our finances and decision.

Andrew M.

Eric and team at Quantum adroitly combine professionalism and the personal warm touch, all while addressing the financial planning process. Planning tools are excellent, with top of the line software that is put to use both in the appointment as well as having the option to continue the exploration at home, modeling as many scenarios as you can think of. They offer full-service planning which can include whatever level of continued support you need, all without pushing their services. I have recommended Quantum to a number of my friends and clients because I know they'll be served well and with integrity.