Jordan Curnutt, CFP®
Financial Advisor
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Quantum Financial Planning
Jordan Curnutt, CFP®
Spokane, WA
Serving Clients Nationwide
Financial Advisor
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Capital Gains
- Estate Planning
- Real Estate Investing
- Retirement Planning
- Taxes
About Jordan Curnutt, CFP®
Jordan Curnutt, CFP® joined Quantum Financial Planning in 2012 as a college intern and has grown professionally with the firm, now serving as a partner and financial planner. With a finance degree from Eastern Washington University and his CERTIFIED FINANCIAL PLANNER® designation, Jordan has developed a keen understanding of the financial challenges faced by individuals transitioning into retirement.In addition to his role at Quantum, where he contributes to the Investment Committee and Leadership Team, Jordan is also the current President of the Spokane Chapter of the Financial Planning Association. His involvement in the community includes serving on the financial committee of his local church and supporting Spokane HOPE, a non-profit that helps children with hearing loss.
Jordan lives in Spokane with his two daughters. His past experience as a collegiate cross country and track athlete has taught him the value of dedication and teamwork, principles he applies to his professional and personal life.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
Primary Location
720 W Boone Ave Suite 100 Spokane, WA 99201
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule your no-cost insight meeting. Generally, the initial insight meeting lasts 60 minutes and can be scheduled as either a face-to-face meeting or a virtual meeting. The goal of this meeting is for you to get a feel for the services we offer and for us to identify the avenue that best addresses your financial planning needs. I look forward to speaking with you soon.Offers Investment Management
Yes
About Quantum Financial Planning
Quantum is a locally owned team of comprehensive financial planning professionals that have been providing clarity to clients for over 42 years. Our wealth management firm has a Washington office in the city of Spokane, but we serve clients across the United States.We design retirement plans that proactively lower your tax bill, draw from the right accounts in the ideal order, and help your money last as long as you do.
Quantum offers a Complimentary Insight Meeting for you to get a feel for their services and for Quantum to identify the avenue that best addresses your financial planning needs.
We have an enduring commitment to our clients to serve them with integrity and excellence:
✅ All Your Questions, Answered Quickly: Support means being there when you need us most. We respond quickly—typically within 24 to 48 hours—whether you have an urgent question or just need a routine check-in.
✅ You’ll Feel Like Our Only Client: Our clients often say they feel like our only client—and we take pride in that. Through consistent communication, genuine care, and going above and beyond, we deliver the kind of support clients rave about.
✅ We Break Down Numbers, Not Confidence: We believe you should feel confident in every financial decision. That’s why we break down complex topics into simple, actionable steps. Both partners will feel heard and understood every step of the way.
✅ A Team Built To Last: Many firms don’t have teams built to last, which often leaves you needing to switch advisors over time. Our team has been together for years, and we can support you through every stage of retirement–no matter what it brings.
Education
Eastern Washington University, Bachelor of Arts - BA, Finance, General
Hobbies and Interests
- Family
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Real Estate Investors
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2025
I have been with Quantum for 6+ years. The staff is always available to answer questions or provide resources promptly. They get to know you as a person and that allows them to tailor investment strategies to meet the persons financial needs and goals.
Relationship to Financial Advisor: Client as of Nov 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2025
We recently worked with Quantum Financial to help manage and invest some of our 401(k) and stock market accounts, and we couldn’t be happier with the results. The team took the time to really understand our goals and risk tolerance, then built a smart investment strategy that’s already showing great progress.
Their communication has been excellent — always prompt, professional, and easy to understand. It’s clear they genuinely care about helping clients succeed rather than just selling products. We feel much more confident about our financial future thanks to their expertise and personal approach.
Highly recommend Quantum Financial to anyone looking for trustworthy, knowledgeable investment advisors!
Relationship to Financial Advisor: Client as of Nov 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 11, 2025
I have been with Quantum for over 35 years. They have always maintained a professional approach to my investments, with nothing but positive outcomes. Even when the national investment conditions have done poorly ,we have observed faster ,positive returns than the national reviews of others. They take into consideration all of my concerns and questions regarding them, and provide options to resolve them. I highly recommend Quantum Financial Planning for your future financial lifes expectancies.
Relationship to Financial Advisor: Client as of Nov 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2025
Quality, steady consistency, dependability. John helped us thirty years ago to set up a good foundation for life insurance and retirement. A year before his retirement, he introduced us to a capable young man, Micah who took watch over our accounts and helped us to transition into retirement. As Quantum has grown, they have brought in a number of capable young people like Amanda to maintain that standard of excellence. These people have proven I can depend on Quantum Financial Planning.
Relationship to Financial Advisor: Client as of Nov 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 29, 2025
Both of my Quantum Financial Planning agents were highly qualified, very respectful and gave thoughtful suggestions on further financial ideas for me. I recommend this company with no reservations for anyone with either a large or small amount of money to be monitored by them.
Relationship to Financial Advisor: Client as of Oct 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 8, 2025
Relationship to Financial Advisor: Client as of Oct 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 5, 2025
Eric and team have been helping us will our invest for about 4 years They have done an excellent job I would recommend Them
Relationship to Financial Advisor: Client as of Oct 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2025
Relationship to Financial Advisor: Client as of Oct 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 28, 2025
Quantum has had the lead in our financial planning for over 30 years. They have always been professional and caring. Their team has always listened to our wishes and concerns and responded accordingly. Through their dedicated effort and hard work we were able to start enjoying our retirement 10+ years earlier than our peers.
You won't go wrong choosing the Quantum Team.
Relationship to Financial Advisor: Client as of Sep 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2025
Quantum was recommended to me about 20 years ago by several relatives and a friend who once worked there. Even with those recommendations, I did my own research first—as I think anyone should when choosing a financial planner. I’m glad I did, because the experience has been nothing but positive. Over the years I’ve recommended Quantum to several co-workers, and they’re still with them today.
What I appreciate most is how they really take the time to understand my goals and explain things in plain language. They’ve come up with investment approaches and tax strategies I would not have thought of on my own, and that’s given me a lot more confidence in my financial plan. During the Great Recession and again through the Pandemic, they stayed focused on the long-term plan while taking advantage of opportunities as they came up. That made it easier for me to stay calm and not panic when markets were rough.
They’ve always been professional, responsive, and easy to talk with. I never feel rushed in meetings, and I walk away knowing I’ve gotten clear advice I can use. After two decades with them, I feel very secure about my long-term financial outlook.
I wouldn’t hesitate to recommend Quantum to anyone looking for help with retirement planning, investing, or just building a solid financial strategy.
Relationship to Financial Advisor: Client as of Sep 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
Ryan and the team at Quantum have been extremely knowledgeable and helpful as I plan out my family finances and retirement goals. They have a keen insight into current market trends and the broader financial environment. They are easy to work with, provide timely recommendations are always looking out for my future financial well being. Highly recommend!
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
A dear friend recommended Quantum Financial to me several years ago. My previous financial advisor did not do much for my money. I could never seem to get ahead even after making additional deposits, when I had extra funds to invest.
It seems like the previous advisor was more concerned about collecting their fees.
I couldn't be more happy with a "real" financial planning firm that is most interested in my investment.
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2025
Quantum Financial Planning has made it easy for us to transition from our previous financial planner. Micah and his team have been exceptionally helpful answering all of our questions and explaining our financial status with the use of visual aids. We look forward to our biannual meetings and feel more knowledgeable with our financial future afterwards.
Relationship to Financial Advisor: Client as of Sep 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 16, 2025
Quantum was referred to us 16+ years ago as "trusted, professional, friendly, reliable, future focused and good at what they do," and we've experienced this and more. As middle income earners we couldn't afford to make financial mistakes with our retirement nor did we have the skills to make investments ourselves so we asked Quantum to work with us to structure a plan. They developed a plan with our goals and interests and removed the mystery in how to achieve it. It was a relief to see it was doable so we moved forward and never looked back and we are grateful we chose to do so. We appreciate Quantum professionals getting to know us and keeping us up-to-date as our lives change. We highly recommend them. Janet and Neal
Relationship to Financial Advisor: Client as of Sep 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 8, 2025
They r very professional and knowledgeable. My investment is in good hands.
Relationship to Financial Advisor: Client as of Sep 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 1, 2025
Life is a journey and Quantum financial is a big part of ours, as we get ready for the next chapter of our lives with the knowledge and experience that they have given to us the last 25 plus years we are ready for what comes next. Thank you, Quantum!!
Relationship to Financial Advisor: Client as of Sep 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 27, 2025
I’ve had a great experience working with Quantum. They’re easy to talk to, always take the time to explain my options, and make sure I feel comfortable with every decision. I really appreciate how responsive and genuine they are—it feels like they truly care about my financial future. I feel confident knowing I’m in good hands and would definitely recommend them to anyone looking for solid financial guidance.
Relationship to Financial Advisor: Client as of Aug 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 26, 2025
We found everyone there to be friendly and helpful. Very professional and easy to talk to. They have gone out of their way to make sure that we are on the right track. Very enjoyable experience.
Relationship to Financial Advisor: Client as of Aug 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 20, 2025
Bruce and I have been benefitting from financial advice and planning from Quantum since 1978. We appreciate the special effort to accommodate their advice to our personal values and choices and circumstances. They have given us expert information and direction as we make our decisions and our financial picture has done nothing but improve over time.
Relationship to Financial Advisor: Client as of Aug 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 19, 2025
Very thoughtful and thorough financial and retirement planning. Thank you!
Relationship to Financial Advisor: Client as of Aug 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 13, 2025
Relationship to Financial Advisor: Client as of Aug 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
Quantum continues to provide us with peace of mind and a clear path towards retirement. We have a nearly 20 year relationship and have experienced the highs and lows of the market with them. Through it all they have been informative, helpful and steady.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 2, 2025
The Quantum Team is so very helpful and fine with which to work! They have catered to every 'whim' and concern and helped our portfolio to grow to wonderful heights! Always available and eager to please! We look forward to working with them for many years to come! Thanks for all you do!! J & G
Relationship to Financial Advisor: Client as of Aug 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
They take the time to find out what you need, or want to accomplish. They spend the time to help give you the information to make good decisions. Fantastic team that assists to get you and your family to the desired retirement position.
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
I have been using Quantum Financial Planning for close to fifteen years and have had nothing but an exceptional experience. Their dedication to client service, as well as constant attempts to improve my portfolio make it easy for me to recommend Quantum to anyone who needs a financial planner.
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 20, 2025
We have been using Quantum Financial Services for many years to help us secure our financial future. Their knowledge and expertise in managing our accounts have given us the ability to breathe easier in retirement. Amanda Sullivan, our advisor, is personable, knows our family, and our unique needs. We consider her a friend as well. We would highly recommend their services.
Relationship to Financial Advisor: Client as of Jul 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 16, 2025
We’ve been clients for 20 years. They are professional and courteous. They answer questions thoughtfully and they stay current with financial trends. Eric, Bailey and Tiffany are a pleasure to engage with, and their new offices are comfortable and have adequate parking. We are very pleased with Quantum Financial Planning!
Relationship to Financial Advisor: Client as of Jul 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
Quantum Financial has been advising me on investments for several years. They have always been willing to discuss my issues and offer advice on a course of action.
Recently, they exceeded my expectations when I requested information on a potential new investment opportunity. I trust and feel very comfortable with the entire team.
Relationship to Financial Advisor: Client as of Jul 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 9, 2025
We have been working with Quantam for 18 years. Quantam has been a blessing to work with, they have been so helpful, always answering all our questions, providing options for retirement, using their vast knowledge. We are looking forward to the fruits of their work on our behalf. We would definitely recommend Quantam to any who are looking for Financial Planning services!
Relationship to Financial Advisor: Client as of Jul 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 8, 2025
Thoughtful, knowledgeable professionals who have become a reliable and trusted planning source for me and my family. We work with Jordan Curnutt and could not be happier. No question is too trivial or untimely and my family has developed a habit of asking Jordan first, regardless of the practical or dreamlike scenario running through our minds. Importantly, they yield results. Our hard earned money is in good hands and will stay with Quantum.
Relationship to Financial Advisor: Client as of Jul 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 1, 2025
Myself and family have been with Quantum for many years. Their financial services and wisdom are exceptional. They are easy to communicate with and respond to all of our questions and requests.
Relationship to Financial Advisor: Client as of Jul 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2025
Spirited individuals with a genuine care provided to their clients. They take the intrepidation out of decision-making and really communicate with their clients transparently. We're up over 11% this past year in a volatile market. The first year of retirement is flippen scary as an unknown quantity. Quantum really feels personal with there attention to detail and personalization to their clients. We're so glad to have been recommended by a co-worker. Security for our future is something you can't imagine until its there. We appreciate their diligence and hardwork.
Relationship to Financial Advisor: Client as of Jun 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 30, 2025
An amazing team of financial professionals with outstanding knowledge of the global and US markets. They are very attentive and genuinely committed to helping me reach my financial goals. I Highly Recommend Quantum to anyone looking for a trustworthy, top-tier financial planning firm.
Relationship to Financial Advisor: Client as of Jun 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2025
I absolutely love Quantum! I have been with them since 2006. My parents first introduced them to me after they invested begining in 1990. I have since recommended many friends and family members who all still have accounts with them today!
I currently work with Jordon and Maddie. They make me feel like we're in this together ! I never feel like I ask a stupid question, and they give me details on my investment in laymen terms.
About 12 years ago, I told them my goal was retiring at 60. I was 50 at the time. We started to meet on a more regular basis to make this happen. Well I'm 62, and been retired for 2 years! I love every minute! I couldn't have done it without Jordan and Maddie. Not only did I get the options and advice I needed but the confidence that I could actually pull the trigger! I could not recommend this financial investment firm more. In today's crazy world, I feel like they are one of the few people and companies I can trust! Not to mention they're like part of the family!
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2025
They are very good at what they do and they answered every question. Very professional. I would recommend them to everybody
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 25, 2025
Wonderfully easy to work with. They give excellent advice and service.
Relationship to Financial Advisor: Client as of Jun 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 18, 2025
I have been with quantum for many years now and have always found them to be very helpful and friendly
Relationship to Financial Advisor: Client as of Jun 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 11, 2025
Quantum has helped us with our financial needs for several years.Everytime we come into the office for consultation Jordan and staff do an awesome job explaining the financial picture for us.I feel very confident that Quantum will take good care of anyone who comes to Quantum for financial help.If you want your retirement to go smoothly then you need to call Quantum.
Relationship to Financial Advisor: Client as of Jun 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
Ryan continues to unspire confidence with his broad grasp of financial tools and planning principles. He has saved us thousands on our taxes, and the returs from our portfolio are better than expected. Their software is ieiesable to project financial success likelihood under an almost infinite range of variables such as length of life, years of elder care needed, etc. We really feel they know us well, not just our numbers or finances, and advice is given in the framework of who we are, based on our priorities, not theirs.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 28, 2025
Our smartest financial decision ever was becoming a client of Quantum 3 years ago. Inertia and indecision had been our prior investment strategy! We’ve been especially impressed by Amanda, Maddie and Eric. The depth and breadth of their knowledge and advice has helped us plan our retirement. They are great with the intricacies of the many retirement savings vehicles, are happy to run scenarios for us and gave us a much-needed nudge to update our wills and insurance coverage.
Relationship to Financial Advisor: Client as of May 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 12, 2025
We have worked with the Quantum team for over 25 years. We would not have done it different. Our relationship with Eric, Tiffany, Ryan and team has been really comfortable. They are always well prepared, have a plan and remain one step (or more) ahead of our questions!
We are close to retirement now, and fully confident they have paved the way for a long, financially sound retirement. They've always made us feel valued. We don't feel like we are one in a million, tossed in with a new advisor every couple of years. They know us. Thank you team Quantum!
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 11, 2025
Very approachable financial services regardless of who I have ever talked with at Quantum. My personal advisor is always available via email or zoom to discuss anything, and their check in's are always focused on the initial plan we discussed and our trend toward those goals.
Relationship to Financial Advisor: Client as of May 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 6, 2025
We’ve been with Quantum for 25 years, as have multiple members of our extended family. They have provided consistently excellent customer service and we’ve been very happy with the investment and retirement strategies they’ve designed for us. We appreciate their efforts to provide diverse, stable growth in our portfolio through both bull and bear markets. Highly recommend the Quantum team for your financial planning needs.
Relationship to Financial Advisor: Client as of May 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 1, 2025
The Quantum team is THE BEST! They're kind and trustworthy, never pushy. With their guidance we're on track to achieving our retirement goals. 100% recommend.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 16, 2025
Relationship to Financial Advisor: Client as of Apr 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 8, 2025
It has been a pleasure working with and getting to know the Quantum Team.
Relationship to Financial Advisor: Client as of Apr 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 6, 2025
Quantum Team - Amanda, Jordan and Tiffany.
Thank you for the in office quarterly update on our accounts and investments. Your warm personal welcome, professional preparation and presentation of our accounts was reassuring in our senior years and in the current market fluctuations.
We have benefited from your long range approach to investing.
Keep on keeping on!
Chuck and Sharon Baxter
Relationship to Financial Advisor: Client as of Apr 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
The Quantum team has been a positive experience. My husband and I are confident with the Quantum Team’s financial knowledge who put a financial plan in place for our family. They are professionals and are up to date with current world events that impact our financial security. Congratulations Quantum with your new office.
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2025
We have worked with Quantum Financial for over 25 years, and have always felt that the investment strategies recommended for us were based on our needs and best interests. Our relationship is built on trust and our advisors listening and responding to our evolving concerns and circumstances. We only have good things to say about their approach and the steady growth achieved.
Relationship to Financial Advisor: Client as of Mar 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 16, 2025
What an amazing experience as I move forward in planning my financial independence. The twice yearly meetings are so valuable in having an active role in the process. Everyone in the office is so professional. They provide the highest level of customer service possible! I have held investment accounts for almost 35 years and have never had this degree of involvement from a team.
Relationship to Financial Advisor: Client as of Mar 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
I have trusted Quantum first with my 401K and then when I retired the Quantum team set up my IRA account. Everyone who is employed with this company are very respectful and trustworthy.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 4, 2025
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.
Relationship to Financial Advisor: Client as of Mar 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 27, 2025
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.
Relationship to Financial Advisor: Client as of Feb 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 26, 2025
Quantum has been exceptional to work with. They are incredibly diligent; always checking in on us, scheduling regular meetings to keep us informed, and taking great care of our hard-earned money. Their expertise has changed the trajectory of our lives and we are so thankful for the referral. Our retirement could not be in better hands.
Relationship to Financial Advisor: Client as of Feb 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 25, 2025
Quantum Financial Planning is very professional and thorough. They have always taken extra time to address and explain any questions or concerns regarding our financial planning. We have been with them for over 20 years and I can't imagine planning our estate and retirement without their help and support. I highly recommend their services.
Kevin
Relationship to Financial Advisor: Client as of Feb 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 18, 2025
I have been dealing with QFP for nearly 20 years. I appreciate dealing with the same people year after year as we have gotten to know eachother and they are truly interested in my financial welfare. I would highly recommend QFP for your financial planning.
Relationship to Financial Advisor: Client as of Feb 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 12, 2025
The Quantum team has done a superb job of handling our investments. They are thorough, always ready to answer all our questions, and they are very friendly and take the time to really get to know us and our family.
Relationship to Financial Advisor: Client as of Feb 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 12, 2025
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.
Relationship to Financial Advisor: Client as of Feb 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 12, 2025
The people at Quantum are thoughtful, organized, and incredibly good at what they do. I have found them to be a people-centered organization, helping me reach my financial goals in ways that align with my own values and priorities. I recommend them to everyone I know looking for financial advisors!
Relationship to Financial Advisor: Client as of Feb 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 11, 2025
Couldn’t say enough about the these folks. We’ve been working with them for several years now and they’ve helped us plan ahead and grow our investments so that we can enjoy a secure retirement. Always professional, always helpful and always does the best job they can for us! Would highly recommend them!!
Relationship to Financial Advisor: Client as of Feb 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 8, 2025
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.
Relationship to Financial Advisor: Client as of Feb 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 6, 2025
Quantum has blessed my husband and I so much. We love the staff. After meetings with our advisors I literally wanted everyone I know to meet with them. The tools they use and the expertise they have has a way of simplifying things. I find my ‘understanding’ of our financials greatly improved each time we meet. They are patient and humble in the way they advise and I am so thankful for the opportunity to work with them.
Relationship to Financial Advisor: Client as of Feb 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 6, 2025
The Quantum Team has always been great to work with. We feel that all our needs & question are being taken care of. Would highly recommend their Financial services.
Relationship to Financial Advisor: Client as of Feb 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 6, 2025
Nearly 20 years ago we began our journey w/QFP on the recommendation of a trusted friend. He was not wrong. They've been in our corner in WA, VA, back to WA, ID, and now MT. For us it's about the 2 Cs. Competent and Caring. QFP hits these out of the park. With their great advice, carefully tailored to what is important to us, and proactive, professional service we met our goals handily in our 50s enabling my retirement at 59. More importantly, our kids are plugged in and meeting their goals even earlier than us. We're always well-informed and, though we pay attention, we don't feel the need to watch them suspiciously to make sure nothing's going wrong...b/c, with these guys, nothing ever does. The 3rd "C" would be "character." Yep...home run on that one too!
Relationship to Financial Advisor: Client as of Feb 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2025
Three generations and many members of our family are currently working with the folks at Quantum. They have been our trusted advisors for decades. They are always responsive, friendly, and knowledgeable. I can strongly recommend them to you, just like I did for my own loved ones!
Relationship to Financial Advisor: Client as of Feb 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 4, 2025
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.
Relationship to Financial Advisor: Client as of Feb 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 4, 2025
For honesty, integrity, & 5 star quality of service , Quantum Financial advisors have been providing Spokane & surrounding areas with sound financial advice. Rick Kuh
Relationship to Financial Advisor: Client as of Feb 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 30, 2025
For the past 36 years, Quantum Financial Planning has guided and supported me and my family in making our financial futures secure. Years ago while living in Washington State, they helped my widowed mother and me with decisions centered around gifting, then later with guidance through the Medicare/ Medicaid and skilled nursing facility maze, all of which helped to protect my financial future as an only child.
After my mother passed away, my Quantum advisor traveled from Washington State to my current residence in Arizona at least once a year to update and advise me as I retired, remarried, and had more complicated needs financially. The Quantum Team’s support continues today as they help me with very complicated stock issues related to my deceased husband.
Through the years ALL the staff at Quantum have been AMAZING, competent, professional, organized and thoughtful. I would HIGHLY RECOMMEND QUANTUM FINANCIAL PLANNING, especially Eric and Maddie, for any and all financial guidance and support.
Relationship to Financial Advisor: Client as of Jan 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 29, 2025
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.
Relationship to Financial Advisor: Client as of Jan 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 28, 2025
Quantum is fantastic! They truly care about you and I feel beyond comfortable with them managing my investments. They are timely, professional, personable, and great at what they do and you can be reassured you are in great hands. Cannot recommend them highly enough!
Relationship to Financial Advisor: Client as of Jan 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 27, 2025
As always, informative and helpful .
Relationship to Financial Advisor: Client as of Jan 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 27, 2025
Relationship to Financial Advisor: Client as of Jan 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 26, 2025
Nearing retirement age, I realized that I was in no way financially prepared. Sure, I had a good 401K, but I had no knowledge around the mechanics to manage the funds nor did I have a strategy. I spoke with a colleague about my conundrum and he recommended I contact Quantum Financial Planning.
I can’t say enough positive about my experiences with Quantum, my planner, Jordan Curnutt, CFP and the entire team. From my 2017 on-boarding meeting to where my portfolio is today astounds me. Quantum utilizes current technology, market knowledge, comprehensive individualized strategic planning, exceeding my expectations.
They carefully listened to my goals and lead me to a solid and stable plan. This relationship has been ongoing since June of 2017 and now I can boast that my relationship with Quantum, while very profession, makes me feel like they are part of my life. They have helped with so many aspects of my financial well-being, I don’t know how I could have managed without them. Their compensation is fair and my portfolio is strong. I’m confident that the timeline and triggers we will pull as I age, travel and pay for life will be covered.
I highly recommend Quantum’s exceptional proficiency and optimistic presence in my life.
Relationship to Financial Advisor: Client as of Jan 26, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 23, 2025
We have been clients of Quantum for more than 22 years. A coworker recommended them and it was the best financial decision we have ever made. We started with Eric and now know many team members including Micah and Tiffany who have given us such great help over the years.
With their sound guidance we were able to retire when we wanted to, have been able to travel and feel in a great position to whether the ups and downs of the market. They take on the worries for us which is wonderful. We are now in a position to enjoy the fruits of our years of labor and know exactly how much we can spend without risking our investments.
My mother and sister have also benefited for years as have so many friends and relatives.
Thank you Quantum!
Relationship to Financial Advisor: Client as of Jan 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 22, 2025
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.
Relationship to Financial Advisor: Client as of Jan 22, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 17, 2025
We have worked with Quantum Financial Planning for over 20 years. They are a wonderful organization with highly qualified staff. They are always available to answer our questions and they have provided excellent recommendations for our portfolio. We are very satisfied with their work!
Relationship to Financial Advisor: Client as of Jan 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 16, 2025
I've been very happy with the team at Quantum Financial Planning. They are thorough, responsive. I've already received excellent advice related to retirement and financial planning. I look forward to a continued partnership.
Relationship to Financial Advisor: Client as of Jan 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 16, 2025
I’ve been getting solid advice at this firm for years. Nice people. Solid customer service. Good financial advice. All I could ask for.
Relationship to Financial Advisor: Client as of Jan 16, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
I have been a client of Quantum Financial for over thirty years and have always been more than satisfied with their financial advice. They've always done an excellent job of explaining my different financial options and offer their recommendations which have always turned out to be right on the mark. They are very professional and easy to work with. I would highly recommend Quantum Financial, and always have, to anyone needing financial advice.
Relationship to Financial Advisor: Client as of Jan 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
Quantum is the best financial planning company I have ever worked with!! They are rock solid in setting you up for success now and in the future.
Relationship to Financial Advisor: Client as of Jan 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
Clear concise explanations. Respects personal financial objectives. Prompt response to questions and requests. Very satisfied with Quantum performance.
Relationship to Financial Advisor: Client as of Jan 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 14, 2025
When it comes to trusting someone with your financial portfolio, you need to feel safe confident, and that they’re available and up-to-date on all layers of things happening in this chaotic world. Quantum goes above and beyond They’re also there to help with tax provisions, new ideas, and situations that are individualized to your needs.. . We’ve worked with Eric and his associates for years, He not only meets our needs but makes us feel like we’re friends! The support staff is wonderful as well!
I don’t think you could find a better group of trustworthy, client oriented, people to work with!
Relationship to Financial Advisor: Client as of Jan 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 22, 2024
I've known Quantum's owner, Eric Christiansen, for nearly 40 years. His integrity is without question and if my wife or I were in trouble, he'd be one of the first I'd call. We also place our financial trust in the Quantum team and consider them true partners. We rely on their advice to keep our retirement plans on track and our financial assets secure. My recommendation can be summed up in two words: hire them.
Relationship to Financial Advisor: Client as of Dec 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 22, 2024
Quantum has been helping us with financial planning for a couple years now and we're very happy with their service. My husband and I are in our late 40s/early 50s, and neither one of us had the knowledge required to make smart financial decisions for our future, nor did we have the time or interest to gain that knowledge. We've both also considered retiring early for one reason or another. Ryan and the team at Quantum have already given us a lot of guidance that is paying off, and they've helped us model what different situations would look like down the road (ie. if one of us retired early). I'm quite sure our financial situation is much better than it would have been without them, and they've also helped protect us against future risks. I trust them, and I appreciate that they're always there when we have questions. Thank you to Ryan and the team at Quantum!
Relationship to Financial Advisor: Client as of Dec 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 17, 2024
Very professional and knowledgeable company who looks out for the best interest of their clients.
Relationship to Financial Advisor: Client as of Dec 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 16, 2024
Quantum has taken care of my retirement investments for years. Highly recommend.
Relationship to Financial Advisor: Client as of Dec 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 13, 2024
We have been with Quantum Financial for over 25 years and I wouldn't have anyone else manage our retirement funds. They have successfully navigated us through the Great Recession and other economy ups and downs with great expertise. They have our complete trust and always respond quickly to any issue or concern we might have. 5 stars.
Relationship to Financial Advisor: Client as of Dec 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 11, 2024
I have total confidence in Quantum as they guide me in financial matters. I believe they truly have my best interests in mind as they manage my portfolio and review it with me every six months and in between when I have questions or needs.
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 11, 2024
We have worked with Quantum for many years. Through all those years Quantum has been outstanding stewards of our financial resources and have provided the highest level of guidance to secure our financial future. Service, courtesy, and professionalism is provided at every level of contact or communication. We have the highest regard for all the staff and professionals and can honestly say we have not had even one experience that wasn’t first class. We unequivocally recommend Quantum for outstanding financial management services.
Relationship to Financial Advisor: Client as of Dec 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 9, 2024
Relationship to Financial Advisor: Client as of Dec 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 9, 2024
Quantum’s staff is always professional and yet they take an interest in your personal life and to help you meet financial needs/desires. I appreciate the one on one meetings each year. They use terms that help me understand how they’re taking care of my investments. 👍
Relationship to Financial Advisor: Client as of Dec 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
I was looking for a company who I could actually visit with in person instead of everything by email or phone calls with someone out of town, who I had no real connection. These people were so friendly and helpful and accommodated every angle of my retirement plan that I was looking for. They made us feel like family.
I didn’t feel pushed or pressured to do anything. We couldn’t be happier to be with them and already see the benefits of joining this group. My retirement is coming sooner than expected because I have joined with this company.
Relationship to Financial Advisor: Client as of Dec 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
Absolutely wonderful company. They made planning for our retirement, and our life in retirement, stress-free with no surprises. All of the staff are always professional, yet always friendly, and always willing to help with questions, decision-making, documentation, etc. I’m very glad that we found them.
Relationship to Financial Advisor: Client as of Dec 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 5, 2024
Great team with great results. They are more than willing to take as much time as you need and explain everything.
Relationship to Financial Advisor: Client as of Dec 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 2, 2024
The team at Quantum really goes out of their way to take care of your financial needs. Their knowledge and expertise, combined with excellent customer service, will help you navigate the financial, retirement world.
Relationship to Financial Advisor: Client as of Dec 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 1, 2024
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.
Relationship to Financial Advisor: Client as of Dec 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2024
A successful Christian investor (who I have known for 4 1/2 decades) introduced my wife and me to Quantum Financial Planning in 2015. From the introduction to the present the investment staff at Q.F.P. have successfully managed all of our accounts even during the years of the Pandemic. They are always willing to communicate and meet with us. All of the staff is very polite, friendly and helpful!
Relationship to Financial Advisor: Client as of Nov 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2024
Before retiring in 2014, I wanted a projection of what my financial future and stability would look like during retirement. I had known John, a financial advisor, for a number of years but had not used his services previously. John and I had attended the same church and a bible study. I felt comfortable around him and appreciated his sincerity. I provided John with my wife's and my financial information. A little later we sat with him in his office, and he explained what our financial future could look like. Our financial future looked good and stable.
John explained how he could help us by setting up investment accounts and advise us on investments that would return on average a 7% yearly return. I will admit that even though I knew John and had developed a comfortable relationship over the years, I did struggle in making the decision to transfer our current investment retirement accounts over to him and Quantum Financial Planning. But I am very glad that I did. John has done a very good job of investing funds wisely and maintaining transparency throughout the process. John retired a couple of years ago and we are now working with Micah at Quantum Financial Planning. We have developed the same great relationship with Micah that we had with John.
Having a financial planner has relieved me greatly over my years of retirement from potential stresses from trying to do it all by myself. It is now 2024, and as you may surmise, I'm very glad I made the decision, shortly after retiring, to hire a financial advisor at Quantum Financial Planning.
Relationship to Financial Advisor: Client as of Nov 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2024
My husband and I have been with Quantum for 8 years. Eric and now Ryan have always made us feel that we are important as a client. Ryan is very helpful in answering all questions I may have about college financial forms and he returns my e mails promptly. We have watched our small retirement grow and he has suggested many ways in which we can better plan for our future. I highly recommend Quantum financial to anyone who wants to invest and plan for the future.
Relationship to Financial Advisor: Client as of Nov 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2024
I have had the pleasure of working with Eric & Ryan from the quantum team for many years. They have always been professional & thoroughly thoughtful towards my best interest
I would recommend them to anyone looking for financial advisement
Relationship to Financial Advisor: Client as of Nov 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2024
Great staff who are knowledgeable, committed to first-class investment advice, and very responsive to questions or actions to take with our account.
Relationship to Financial Advisor: Client as of Nov 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2024
We have been clients of Quantum Financial Planning for 30+ years. We signed on with Quantum shortly after accepting a job relocation when we were in our mid 40’s. We were looking for guidance to build a retirement fund that would take care of us in our "senior years". Well, Quantum was the right counselor and planner for us. Over the years they have guided us from "savers" to "spenders" that built a portfolio of investments that will fulfill our retirement needs.
Relationship to Financial Advisor: Client as of Nov 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2024
I have been working with Quantum for many years and they are very professional. I always feel like I can call them when I have a question or need advice. I also was very impressed with the information Ryan offered to help guide my daughter to start investing.
Relationship to Financial Advisor: Client as of Nov 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2024
My financial planning is in the best of hands with Quantum. Responsible, professional and courteous team of professionals.
Relationship to Financial Advisor: Client as of Nov 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 6, 2024
I have used Quantum’s services for 11+ years. They have done good by me. They’re easy to talk with, they’re patient with my many questions and they are all friendly. I made the right choice with them as my investors.
Relationship to Financial Advisor: Client as of Nov 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2024
I have been working with Quantum Financial Services for 18 years. They have helped us move through working full time and the investment needs then and the transition into retirement. They have provided us great insights and a plan for a successful retirement with peace of mind. I have told Eric at times he is part counselor and part financial advisor. We truly appreciate the team at Quantum!
Relationship to Financial Advisor: Client as of Nov 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 3, 2024
Jordan Curnutt and Quantum Financial Planning are the best Financial Planners in Spokane. You're not just setting up an automatic withdrawal that you could do yourself. If you're a small business owner, this is your low cost CFO. They're a great partner to have on your team that understands the problems small business owners have. They're super high level and 100% worth your time to interview for your financial planning.
Relationship to Financial Advisor: Client as of Nov 3, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 1, 2024
The reception staff was very nice and made sure I had everything I needed to be comfortable before the meeting. During the meeting Ryan (Farmin) and Maddie (Lobdell) were very knowledgeable and answered all my questions directly and with ease. They are very knowledgeable in the market, how to achieve retirement goals, the best way to manage day to day finances and how best to pay down debt. They are very realistic and I left the meeting feeling great about my financial success for the future. They are an outstanding team to work with and i wouldn’t trust anyone else with my financial security.
Relationship to Financial Advisor: Client as of Nov 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2024
Relationship to Financial Advisor: Client as of Oct 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
The folks at Quantum have been beyond helpful. Not only in protecting and increasing the wealth of my retirement portfolio before and after retirement, but they have bent over backwards to help understand many financial issues. From issues like long term care insurance, charitable giving, changes in tax laws, risks and rewards in balancing how funds are allocated. They clearly have depth of knowledge for financial planning.
Though the technical details of tax rates and fund allocations is appreciated, what I most appreciate from the team at Quantum is how easy they are to interact with. Taking time to explain items in a down to earth way. Always friendly and approachable.
This is a team I'd recommend to anyone without hesitation.
Hats off to everyone at Quantum.
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
I lost my husband over a year ago. Sad as that was, I had to face some financial decisions. Really knowing nothing about investments, I contracted Quantum. Eric and his team walked me through the importance of investing my life insurance monies my husband left me. We talked about my needs and some wants and how that would look for me in the long term. They were very professional and caring about me. They continue to give me updates and have only my best interest in mind. I can call anytime and feel like I made the very best decision to invest with Quantum.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
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.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 22, 2024
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.
Relationship to Financial Advisor: Client as of Oct 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 17, 2024
If you need someone to help you figure things out call Nick Fuller and you will have an incredibly kind, understanding, informative, and wonderful human to help. Nick has helped us get our lives in so much more order and we are able to accomplish some of our dreams thanks to him!
Relationship to Financial Advisor: Client as of Oct 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 16, 2024
Quantum has been instrumental in our retirement planning, providing expert guidance on often-overlooked details. Their sound financial strategy has given us confidence. Above all, we trust them implicitly—a testament to their professionalism and genuine care for clients.
Relationship to Financial Advisor: Client as of Oct 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 16, 2024
We appreciate our team at Quantum Financial! We were unsure how to properly manage and grow our funds as we neared retirement. They lead us through the process and laid out our plans and projection to retire with confidence. They made the transition seamless and helped to set up a retirement budget. Now that we are enjoying retirement, they keep us on our toes to make sure those funds will last for the long term. We are very happy with their management and growth of our funds. We highly recommend Quantum Financial.
Relationship to Financial Advisor: Client as of Oct 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2024
Quantum has managed our investments for over 30 years and made it possible for an early retirement! What more can I say? Fantastic to work with!
Relationship to Financial Advisor: Client as of Oct 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2024
The Quantum team has served us very well over the past 15 years, and my father for many years before that. They are always friendly and willing to help in whatever ways they can. They're very professional and know their stuff. I have been very happy with the strategy they employ and the returns we've received over the years.
Relationship to Financial Advisor: Client as of Oct 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 15, 2024
Nick Fuller from Quantum is the best financial advisor: we actually followed him from his previous employer. He has helped my husband and I make sense of our financial situation and keep us on track for our goals. Nick also helped us when a bad CPA messed up our taxes so badly as to 10x our tax bill: he found us a reliable CPA who understands stock and options who we still use to do our taxes today. I wouldn't trust my money to anyone else.
Relationship to Financial Advisor: Client as of Oct 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 14, 2024
We have been with quantum for a little over six years now. We have been very satisfied with the level of service we have received and the expertise and professionalism of their staff. We have seen consistently the same staff over our time there which is a good sign. The team at Quantum treats you as an individual and caters their services to your needs and your financial goals. They take a holistic approach to your finances, and even encouraged us to take care of things we had not necessarily considered such as umbrella insurance and getting our wills completed. I really enjoy working with the Quantum team. They are kind and also very good at their jobs. They are always happy to explain things in more depth if you don’t understand something or have questions. I am certain that my finances and retirement planning are in much better shape having had quantum’s council than they would otherwise be.
Relationship to Financial Advisor: Client as of Oct 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 13, 2024
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.
Relationship to Financial Advisor: Client as of Oct 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 11, 2024
Quantum Financial Planning is a fantastic group to help with all your financial needs, They are patient at explaning different options and have important information to share about your projected financial future.
Relationship to Financial Advisor: Client as of Oct 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 10, 2024
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 great to work with.....more like friends.
Relationship to Financial Advisor: Client as of Oct 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 9, 2024
I have been with Quantum over 20 years. Professional, honest and great integrity are the words to describe their service over all these years. They have done a wonderful job managing my finances. The entire staff is friendly and go out of their way to make me comfortable.
Relationship to Financial Advisor: Client as of Oct 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 8, 2024
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.
Relationship to Financial Advisor: Client as of Oct 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 8, 2024
Quantum has been an asset to my financial planning. Everyone at Quantum is kind & always takes the time to explain any questions I have, always prompt with correspondence & has given me confidence in making financial decisions. I hold them with high regard. I have been working with them for 15 years & am continually impressed with their professionalism & knowledge of the financial world. I highly recommend them!
Relationship to Financial Advisor: Client as of Oct 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2024
The team at Quantum Financial Planning have been our investment advisers for twelve years. They are extremely knowledgeable and protect our hard-earned money through proven distribution methods. They respond quickly to our questions and handle our unique needs with innovation, moving funds safely and securely, when needed. We're so grateful to be their clients.
Relationship to Financial Advisor: Client as of Oct 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2024
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!
Relationship to Financial Advisor: Client as of Oct 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 19, 2024
Quantum financial is an exceptional fiduciary company with certified staff who work collaboratively with clients to set and meet financial goals. They further coordinate with accountants, insurance etc and access client needs bi-annually or more often as needed. Quantum is a life partner and we are grateful for this relationship!
Relationship to Financial Advisor: Client as of Sep 19, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
The quantum team is absolutely amazing. They make financial planning very understandable. I love meeting with them.
Relationship to Financial Advisor: Client as of Sep 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 17, 2024
My wife and I had to make a staggering number of important decisions as we entered retirement and none was more fruitful than signing up with Quantum Financial Planning. The team has walked us through legal requirements, complicated tax questions and sound investment strategies. Many of these issues were way over our range of expertise. They have helped us make the most of our hard-earned nest egg, which continues to grow under their stewardship. They have experience and recommendations for all sorts of peripheral issues that could affect our financial future, including identity theft, gifting to family members and dealing with wills or trusts. Having Quantum on our side is like having a hall of fame coach on the bench helping you make the most of what you've got.
Relationship to Financial Advisor: Client as of Sep 17, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 15, 2024
It’s probably fair to say that many financial advisors take a similar approach to investment. So when it comes to actually CHOOSING a financial advisor , connection and relationship is what sets that advisor apart; from one that is average to one that is exceptional.
You can train people in “hard skills”, but you can’t train someone in “soft skills”….the skills which invite a client to ask questions, no matter how obvious the answer may be. The skills that allow a client to feel comfortable reaching out with any concern, big or small. That is a priceless value.
I will never forget how Jordan “talked me off the ledge” in 2020, when we had just retired and the market took a dump. I thought for certain we were going to have to put off retiring for a bit. Jordan listened to every fear I had, didn’t discount me or try to convince me of anything. Instead, he taught. Patiently and with extraordinary kindness, he taught. At the end of our conversation, I had the information I needed to get back into our joy at retirement.
We can’t imagine having anyone else as our financial partner; seeing us through our retirement. Helping us with our goals and dreams. And it’s not just Jordan we have on our team. Maddie, Tiffany and Tawny are important spokes in this wheel that goes around so perfectly.
Thank you for being exceptional. Thank you for truly caring about people.
Relationship to Financial Advisor: Client as of Sep 15, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 13, 2024
We can’t say enough good things about everyone. Any time we have questions they are always will to help us. They are an amazing group of people.
Relationship to Financial Advisor: Client as of Sep 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2024
My fiancé came to Quantum to get a better handle on our finances, especially as we look to start a new chapter in our lives and purchase a home in the next few years. We are so happy that we connected with Bailey and Jordan! It’s extremely clear to us that they approach their work with thoughtfulness and genuine care. The entire team of staff is so knowledge and helpful. We’re thankful for all that they do!
Relationship to Financial Advisor: Client as of Sep 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2024
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!
Relationship to Financial Advisor: Client as of Sep 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2024
The team at Quantum is friendly, knowledgeable and a great resource for planning retirement. I feel confident in their recommendations. They are good people and they've given us valuable tools and advice for tracking our progress towards retirement. I've learned a lot in the years I've worked with them.
Relationship to Financial Advisor: Client as of Sep 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2024
After meeting with Eric Christiansen, we have so much clarity about our financial plan for the future. The knowledge and service is top cabin and that is a breath of fresh air. I highly recommend Eric and his team to help with your financial planning.
Relationship to Financial Advisor: Client as of Sep 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2024
I have been a satisfied client of Quantum Financial for the past 20 years. Through these years, I have worked with most of the same people, which speaks to the stability of this company. Eric Christiansen and his team's advice is sound and sensible and is exactly in line with my financial goals. Years ago, we devised a plan, have successfully executed the plan and have made changes as necessary. Listening to them and taking their advice has been both financially rewarding and has set me up for retirement just as we planned when we first met. I highly recommend Eric and his staff, they are knowledgeable, tech savvy and they are excellent on follow up in doing everything they say they will do.
Relationship to Financial Advisor: Client as of Sep 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 25, 2022
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.
Relationship to Financial Advisor: Client as of Nov 25, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 11, 2022
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
P.S. those we have referred are happy they chose Quantum as well.
Relationship to Financial Advisor: Client as of Oct 11, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 26, 2022
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.
Relationship to Financial Advisor: Client as of Jan 26, 2022
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Jordan Curnutt, CFP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Jordan Curnutt, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 12/31/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 12/31/25. Although Quantum Financial Planning compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
