5/5
This entire organization is exceptional! My wife and I have been clients for over 30 years and can't say enough! Professional and personable, skilled, honest, and informative! We are proud to have referred our adult children and other family and friends to Quantum. Thank you Eric and the entire Quantum team!
Scott
October 2024
5/5
We’ve been with Quantum for about 18 years and we couldn’t be more pleased. We meet semi-annually but they’re available to answer questions and talk anytime. We are retiring years sooner than expected and certainly credit Quantum with helping us get there.
Vicki
July 28, 2021
5/5
It boils down to whether my wife and I have concerns about our accounts, the economy, or are we covered for foreseeable future events we know that we have a group of caring individuals at our back. We've been with Quantum since the early 90's. Don't know where we would be without them.
Mel
July 21, 2021
5/5
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.
Shane
November 26, 2022
5/5
The people at Quantum understand and respect our values regarding money and security. They are knowledgeable and helpful, explaining everything we have ever asked them, often more than once. They organize our investments for us and make it as simple as possible.
Barbara
December 2, 2024
5/5
Quantum has helped us navigate our finances through many different job and retirement savings situations. They are kind and quick to respond and always ready to teach us how to make informed financial decisions.
Dani
January 10, 2022
5/5
I have been a client of Quantum for around 5 years now and have had nothing but a good experience. Jordan and the entire team at Quantum is always available when I have questions, and they are helping me to reach my retirement goals in a realistic way. I highly recommend them!
Melinda
January 10, 2022
5/5
Everyone we have worked with at Quantum has been great! They are responsive and patient with my questions. They made the getting started process super easy (unlike other financial planners we talked to). They’ve helped us with retirement planning and are very, very good at managing our investments.
Ann
July 21, 2021
5/5
Eric and his team are outstanding professionals of the highest caliber. We have been with them for about 17 years and they have always been great to work with. If you use their services you will be thankful you did.
Sammy
July 20, 2021
5/5
Bailey and Jordan have done an exceptional job with their expertise and personalized approach. Their proactive communication and thorough explanations have been invaluable, making complex financial concepts easy to understand. I highly recommend them to anyone seeking a trusted advisor who genuinely prioritizes their clients' best interests!
Andrew
September 2024
5/5
I respect and praise the Quantum Financial Planning team, and I’m so pleased that they are continually working to grow my portfolio. They are knowledgeable, hard working, and only a phone call away if ever I have a question. It’s a pleasure to do business with them.
Bonnie
October 2024
5/5
I have been with Quantum for several years now. It was a big leap of faith for me but a trusted friend put me in contact and I couldn't be happier. I am not a numbers guy but work hard and save. They have made the most of my savings and are great to work with.....more like friends.
Rob
October 2024
5/5
Our family (and extended family) has been investing with Eric and his team at Quantum Financial for years and we cannot say enough good things about them. They genuinely care and want us to succeed in our investments. We feel like we are talking to family when we review our statements on a quarterly basis. We wouldn't trust our investments to anyone else! We are so thankful for their continued advice and ensuring we are doing all the right things to plan for our future.
Jenny
October 2024
5/5
The Quantum team has proven to be effective, responsive, and professional in all of their service to us. We sleep easier at night knowing that they are managing our retirement funds and future.
Sherri
October 2024
