I met Jon during a luncheon in circa 2012 when he was with United Capital.  My wife and I subsequently met with Jon for a consultation that primarily discussed financial goals and risk tolerance.  I was currently a client of another institution but now wanted a firm 10 year retirement plan in place and with someone that I felt we could TRUST.  We provided Jon with an investment and compared him to two other institutions for a 1 year comparison.  Key criteria during this period was communication,  financial options that were consistent with our financial goals and NOT just the institutions 'options of the month'.

Jon has checked all boxes to-date and we are very pleased with a decade plus relationship that has included multiple companies (i.e., United Capital, Goldman Sachs and now Quotient Wealth Partners.  I am now retired, my wife still working and we trust Jon to manage our wealth within the financial goals and risk tolerance that we discussed in our initial consultation over a decade ago.									

										Jonathan and his staff have been working with us for over a decade. His opinion brings peace of mind for managing our retirement. We work together to make the best possible decisions that secure us a comfortable retirement lifestyle. Trust is key in our relationship. Thanks Jon (and staff)!!									

										Jon and his team keep me informed and engaged throughout the process every year. Their understanding of my needs is captured through detailed questions and discussions. As the market changes they are always in contact with me.									

										Jon handled both my husbands and my retirement plan/planning before we even retired.  Glad to have him manage my accounts and keep me informed of what’s occurring that may or may not affect my balance.
Thanks Jon!									

										Jonathan has been my financial advisor since I retired 13 years ago. After working for 38 years, I needed a financial advisor to manage and grow my retirement portfolio. Jon has proved to be a trusted advisor that has grown my nest egg based on my risk tolerance. He and this team have educated me on a wide variety of investment products and have implemented an investment strategy that has proven to be successful.  In addition to growing my portfolio, he has provided tax guidance, retirement income planning and a charitable giving strategy that minimizes taxes.  He also helped us realize that we are in our "GO - GO" years and that we can afford to take trips that we've had on our "Life List" for a long time.  We now have a trip booked and look forward to the adventure!									

										I have know Jonathan for over 12 years and my wife and I have been his client since I retired 10 years ago. We selected Jonathan not only for his technical competency but also for his ability to explain technical matters and terms in ways we both could understand. A couple of other elements in our selection process was someone younger than us (we wanted our advisor to be sharp when we might not be) and someone that my wife would be comfortable with if I was not around. We have been pleased with the team he has assembled thru the years and the advice and service received. I have recommended Jonathan to many of my former co-workers and some have selected him as their advisor.									

										We just started working with Jonathan and Quotient late last year. We're approaching retirement and were  interested in help with our finances, tax planning and insurance. It's been an excellent experience which has provided some good assistance as we prepare for the next phase of our lives. The whole experience has helped us feel more comfortable with our retirement plans. My wife and I have been very pleased with Jonathan, Anthony, and Colin at Quotient.									

										I have been a client of Jon's since retiring in early 2021. Even before becoming a formal client, Jon was willing to offer investment advice to me. Jon and his team have provided outstanding services including assisting with the completion of my retirement papers, rolling over and consolidating various financial accounts to a single entity, advising on tax planning and tailoring an investment portfolio that meets my long-term financial goals and risk tolerance. I truly appreciate that Jon and his team are always willing to take the time to listen to any concern and clearly answer all of my questions. There is no question that Jon and his team are talented investment professionals, and I could not be more pleased to have Jon and his team managing my finances.									

										Have been a client for over 10 years and have been extremely happy with Jon’s service. He clearly puts the client above his own interests and has helped me with strategic investment challenges. He has even stepped in to help my young adult kids even though they are not  clients. I have a great del of trust in his service and advice.									

										We have been with Jonathan for over 19 years, and have had a great experience the entire time.  He listened to our goals and understood our level of risk. With this he and his team set up a portfolio that has exceeded our hopes and goals.  We are very pleased with the amount of support that is always available when questions come up. We are very pleased with the team at Quotient Wealth Partners.									

										I have had the pleasure of working with Jonathan and his staff for over 10 years, and I can say without hesitation that they are one of the most outstanding financial professionals I have ever encountered. From the very beginning, Jonathan has demonstrated an exceptional level of knowledge, integrity, and commitment to helping me achieve my financial goals.

One of the things that sets Jonathan and his team apart is their ability to take the time to truly understand my personal and financial needs. Whether it’s retirement planning, investment strategies, or tax optimization, they always offer thoughtful, tailored advice that aligns with my long-term objectives. I never feel rushed during our meetings, and I always leave with a clear understanding of the next steps.

What I appreciate most about Jonathan and his team is their unwavering transparency and trustworthiness. They explain complex financial concepts in a way that is easy to understand, which has been invaluable to me in making informed decisions. They also stays up-to-date on the latest market trends, tax laws, and investment opportunities, ensuring that my portfolio is continually aligned with both my goals and the market landscape.

Over the years, Jonathan and his team has not only helped me grow my wealth but also provided invaluable guidance during uncertain times, offering reassurance and sound advice that has enabled me to stay focused on my long-term financial success. Their strategic insights and proactive approach have been critical in navigating some of the more challenging financial environments, and I’ve always felt confident in their recommendations.

In addition to their professionalism, they have always been incredibly responsive, ensuring that I have access to the information I need whenever I need it. Whether via email, phone, or in-person meetings, they’ve consistently demonstrated an exceptional level of client service.

I wholeheartedly recommend Jonathan and his team to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Over the past decade, they’ve not only earned my respect but also my complete confidence in their ability to manage my financial future.									

										I have had Jonathan as my financial advisor for five years. During our initial meetings I found him to be open to questions about his background as a CFP. He clearly stated his successful work history and future plans. He inquired about my goals after retirement and understood my desire for a conservative portfolio but, also being agreeable to taking advantage of opportunities when presented. I would recommend Jonathan and the other members of his team at Quotient Wealth Partners.									

										Jonathan has done a great job managing our finances for the last 8 years, both before and after retirement. He clearly explains what he is doing, and the financial results have been extremely good for us. We particularly like how he factors in not just investment decisions, but also effects on taxes, social security etc. We highly recommend Jonathan.									

										Jonathan has been my financial advisor for over 23yrs. In that time frame my portfolio has more than exceeded the market trends. He and his team have been extremely knowledgeable of business events and their impact in the markets. They excel at recommending actions based on changing  business events coupled with personal lifetime changes.

I feel very fortunate to have them managing my holdings and helping me prepare for my upcoming retirement in the next couple of years.									

										Working with Jonathan for the past 20 years has been an absolute game-changer for our financial future! From the very first meeting, he has demonstrated a deep understanding of financial planning, investment strategies, and wealth management. Additionally, his insightful advice tailored to our specific needs and unwavering commitment to our financial goals have exceeded our expectations. He has taken the time to listen and prioritize our goals. Thanks to his expert guidance, we feel more confident and secure about our financial future.									

										Jon is a great advisor. He always find time to meet with Clints and to explains his strategies in investing their money according to the risk they are willing to take. 
I know few of his clients.									

										Jonathan Blumenthal and his team have been managing my financial needs since 2011 and I have been very pleased with the support and results to date.  He has earned my respect & confidence with the goal of keeping my retirement financially viable.  Greatly appreciate his support & efforts.  Highly recommend									

										Jon’s gotten to know us and has been a very responsible fiduciary for us and our money. Since the move to Quotient, his support team has gotten even better.