Quantum Financial Planning - Spokane (WA)

The Dirt Timer Emma is the most helpful and competent banker I have ever dealt with and I love WaFd bank atmosphere.

Mason Beneke Spectacular business with Great people

Barney Chevalier Jim and his staff are top notch. Looking forward to many years of doing business with Island Tax.

Jaime Jaynes (she/her) Clarity is such an incredible company to work with. They are kind, intelligent, and thoughtful financial partners who really help small businesses stay in business with their sound advice and reliable accounting.

Penny Walden Ehrin Stumpges provides us with clear options for home and auto insurance, including discounts available, and exact costs. He has helped us process claims and its always easy to contact him.

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.

Kelly Novy I had a great experience working with this company. The team was professional, responsive, and made the entire process smooth and stress-free. They were knowledgeable, easy to communicate with, and truly cared about delivering quality service. I would definitely recommend them to anyone looking for reliable and trustworthy support.

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)