Quantum Financial Planning, Inc. is a locally-owned team of financial planning professionals. They have been providing clear guidance to their clients for over 42 years. They work in collaboration with their clients for the long haul and take a comprehensive approach to planning that encompasses all of their clients' diverse financial needs. Their objective is to make a positive, enduring impact on their community, and they are genuinely passionate about assisting their clients in achieving their objectives. They foster relationships with their clients that enable them to serve them better and empower them to pursue their life ambitions. They understand that achieving your goals requires adjusting your plan as circumstances evolve, and that is why they have repeatedly delivered successful outcomes for their clients. They offer no-cost insight meetings to their clients.
Best Financial Services in Spokane
Handpicked Top 3 Financial Services in Spokane, Washington. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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QUANTUM FINANCIAL PLANNING, INC. REVIEWS
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.
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.
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.
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Lee Financial Services is a highly regarded financial services provider located in Spokane. Larry Lee, the firm's founder, has over 30 years of experience in the financial services industry. He specializes in developing custom financial plans that meet each client's unique needs. He has extensive knowledge in areas such as taxation, social security, investments, and retirement. His clients appreciate his meticulous attention to detail, unwavering integrity, and proven expertise. The Lee Financial Services team is dedicated to assisting individuals in making sound financial decisions. Their loyal clients value the trust-based relationships that they have established. At Lee Financial Services, they recognize the intricacies of their client's financial requirements, whether their goal is to attain financial independence sooner or retire as planned. They eagerly look forward to collaborating with their clients.
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LEE FINANCIAL SERVICES REVIEWS
Larry Lee has provided financial planning and tax services for my mom for many years. His attention to detail, careful management of her accounts and professional demeanor were greatly appreciated as we annually met with him to go over her finances. Upon my mother's death, Larry was helpful in guiding and advising us as we closed her accounts. He and his wife, Jenni, were sympathetic and supportive as we walked this journey. Thank you to Larry and Jenni at Lee Financial Services!
I typically don’t write reviews, but I’ve been working with Larry for the past year and everything has been great. He handles my monthly payroll, quarterly taxes, business tax returns, and personal tax returns too. He has been very responsive to my questions and proactive to stay in front of my ongoing tax situation as well as upcoming deadlines. I’ve been very happy working with Larry. I look forward to continue working with Larry for years to come.
I have used Lee Financial Services for my taxes for many, many years. Always friendly, accurate and on time. Also used Larry for life insurance and retirement planning, which has proved very instrumental in my current retirement. You will not find better than Lee Financial Services.
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Fulcrum Financial Group is a highly regarded financial services firm situated in Spokane. For over 24 years, they have been serving the local community as well as clients nationwide. Their team of experienced financial advisors provides comprehensive wealth management and financial planning services that support your personal journey. Their primary objective is to empower you financially and instill confidence and greater freedom in you. They take the time to understand your specific needs and genuinely care about building your long-term financial well-being. Their goal is to help you establish a strong financial foundation while enhancing your overall well-being. By combining research-based strategies with experience and empathy, they aim to assist you in achieving your financial goals. Get in touch with them to schedule an appointment.
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FULCRUM FINANCIAL GROUP, LLC REVIEWS
Fulcrum takes care of you so well you feel like a member of the family. They are very prompt and responsive and make great investment decisions. Most importantly, they clearly care and take the time to understand you and your goals. I have referred several friends and family and they all love Fulcrum, too. Sarah, Travis, and the whole team are great. I highly recommend.
Sarah, Travis and the rest of the staff have given peace to our financial future. As most of the world was in a panic as Covid-19 lockdowns were put in place, the team at Fulcrum Financial Group stayed calm and help ease my tensions regarding my investments. I look forward to many more years building a more secure future with Fulcrum Financial Group.
The group at Fulcrum Financial took our (my wife and I) once average-at-best portfolio and turned it into a money-making machine. Sarah and her team are very professional and they are definitely in tune with our financial needs - a highly-recommended company to work with you and your money.
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