Quantum Financial Planning Services, Inc.

CONNECT

Address:

1212 N Washington St., STE 220
Spokane, WA 99201

Phone:

509-328-6653

Fax/Other:

509-328-1469

Who We Are

Our clients' success is our legacy.

Investment advisors and financial planning professionals

Quantum is a locally owned team of CERTIFIED FINANCIAL PLANNER™ professionals that have been providing clarity to clients for over 37 years. We have two Washington offices, in the cities of Spokane and Kirkland, but we serve clients across the United States.

As an independent company, we can put the client's needs first and provide unbiased advice. We partner with our clients for the long-term and specialize in comprehensive planning so that we can fulfill all our clients' various planning needs.

Our expertise covers a wide range of financial planning topics so that we can provide direction at any critical decision-making juncture. Our service is backed by our dedicated and capable Quantum team members, each of whom deeply cares about customer service and satisfaction.

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YOU CAN BE SURE THAT

* There is no cost until you are confident that we are the right fit for you

* We won't rush you; we will let you set the pace

* We care genuinely about helping you reach your goals

* We will always put your best interest above our own

* Our comprehensive approach will ensure that all your planning needs are provided for

* Our job is not over until all your financial questions are answered

 


 

Our Mission

 

Our mission is to have a positive, long-lasting impact in our community. We are here to build relationships with our clients that will allow us to better serve and empower them to achieve their life ambitions.

 


 

Our Commitment to Our Clients

 

We have an enduring commitment to our clients to serve them with integrity and excellence. 

 

Independent advice

The independent nature of our practice means that we are not tied to promoting any product or investment company, yet our affiliation with Securities Services Network, Inc. allows us to provide all the services of any major investment firm.

Expertise

Each Quantum financial planner is a CERTIFIED FINANCIAL PLANNER™ professional, which means the planner has passed strict educational and ethical requirements. Our CFP®  professionals regularly attend industry conferences and receive continuing education. Learn more about how our financial planners contribute to industry forums and stay up to date on the relevant issues by clicking here.

Integrity

Our team strives to always do the right thing and to act in the best interest of our clients. Our planners are responsible to act as a fiduciary for our clients, so that the clients' interests are ahead of their own.

Spokane financial planning team

Spokane Team

 

Kirkland financial planning team

Kirkland Team

 

 


 

Our Commitment to Our Community

 

We put our mission statement into action by:

  • Committing to participate in at least four community volunteer activities per year.
  • Supporting and participating in several annual fundraising events for local non-profits.
  • Partnering with the Inland Northwest Community Foundation to donate 10% of our corporate profits each year. To learn more about this great non-profit, please visit the INCF website.

Spokane community volunteer event

 


 

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Proud Member of Financial Planning Association  Proud member of Greater Spokane Incorporated   SSN - Securities Service Network

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck