Quantum Financial Planning Services

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

1212 N Washington St Ste 220, Spokane, W...

Phone Number

(509) 328-6653

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Quantum Financial Planning Services

Quantum Financial Planning is a financial advisory firm based in Spokane, WA, specializing in retirement planning and investment advice for clients nationwide. They focus on helping individuals in their 50s and 60s, particularly those with over $750K in savings, to create tax-smart retirement plans that ensure their money lasts throughout retirement. The firm prides itself on providing personalized service, with a team of CERTIFIED FINANCIAL PLANNERS who prioritize client needs and offer guidance on simplifying income, taxes, and investments. With a strong client retention rate and decades of experience, Quantum Financial Planning aims to deliver peace of mind and confidence in financial decision-making.Explore more
Quantum Financial Planning Services's Social MediaPopular SearchesQuantum Financial Planning Services IncQuantum Financial PlanningQuantum Financial Planning ServicesQuantum 57 LLCQuantum FinancialSIC Code 62,628NAICS Code 52,523Show more

Quantum Financial Planning Services Org Chart

PhoneEmail
KW
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Quantum Financial Plannin...

<$5M
11-50
Private
<$5M
1979
KW
Kerry WhiteManager, Operations
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
-
1995
Theodore Kowalchuk, President & Owner at 401K Plan Services
Theodore KowalchukPresident & Owner
<$5M
1-10
Private
-
2003
MB
Melanie BratcherManager, Operations
<$5M
1-10
Private
<$5M
2007
SE
Susan EllisVice President, Finance, Data Management & Systems
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Quantum Financial Planning Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Quantum Financial Planning Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Quantum Financial Planning Services.

Quantum Financial Planning Services financials insights

Gather financial insights about Quantum Financial Planning Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Quantum Financial Planning Services's Financials Insights

Quantum Financial Planning Services Tech Stack

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Frequently Asked Questions Regarding Quantum Financial Planning Services

What is Quantum Financial Planning Services's official website?
Quantum Financial Planning Services's official website is www.quantumplanning.com
What is Quantum Financial Planning Services's Revenue?
Quantum Financial Planning Services's revenue is <$5 Million
What is Quantum Financial Planning Services's SIC code?
Quantum Financial Planning Services's SIC: 62,628
What is Quantum Financial Planning Services's NAICS code?
Quantum Financial Planning Services's NAICS: 52,523
How many employees does Quantum Financial Planning Services have?
Quantum Financial Planning Services has 11-50 employees
What industry does Quantum Financial Planning Services belong to?
Quantum Financial Planning Services is in the industry of: Finance, Securities Trading
What is Quantum Financial Planning Services competition?
Quantum Financial Planning Services top competitors include: Stratos Wealth Advisors, Secure Money Advisors, Westex Investment Services, 401K Plan Services
What technology does Quantum Financial Planning Services use?
Some of the popular technologies that Quantum Financial Planning Services uses are: WordPress.org, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Quantum Financial Planning Services?
Quantum Financial Planning Services contact info: Phone number: (509) 328-6653 Website: www.quantumplanning.com
What does Quantum Financial Planning Services do?

Quantum Financial Planning is a financial advisory firm based in Spokane, WA, specializing in retirement planning and investment advice for clients nationwide. They focus on helping individuals in their 50s and 60s, particularly those with over $750K in savings, to create tax-smart retirement plans that ensure their money lasts throughout retiremen... t. The firm prides itself on providing personalized service, with a team of CERTIFIED FINANCIAL PLANNERS who prioritize client needs and offer guidance on simplifying income, taxes, and investments. With a strong client retention rate and decades of experience, Quantum Financial Planning aims to deliver peace of mind and confidence in financial decision-making.Read More

What are Quantum Financial Planning Services social media links?
Quantum Financial Planning Services Linkedin page Quantum Financial Planning Services Twitter page Quantum Financial Planning Services Facebook page
Is Quantum Financial Planning Services a public company?
Quantum Financial Planning Services is private company therefore does not currently have an official ticker symbol
See more information about Quantum Financial Planning Services

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