“I work in a field entirely unrelated to finances, so I greatly appreciate Jeff's responsiveness, patience with my questions, and diligence in the services he provides.”
“We are so grateful for the time he took to help us understand what he does, what we can and need to do and, best of all, made it so we feel confident in the financial choices we are making.”
“Quantum has helped me manage my portfolio for a few years now and has helped me both invest outside of work and has helped me pick the best ways to utilize my employer provided retirement plans.”
“Yes he knows his stuff as any financial advisor should, but he is a stand out because he genuinely cares about the well being of people and their families and it's apparent just after five minutes of meeting with him.”
“Far from financially planning to help save my money, but more along the lines of maxing out my credit card and getting arrested after trying to get into Star Bar.”
“Whether it was helping us come up with a financial plan custom fit to our circumstance or answering everyday financial questions the team is always there for us and is always incredibly helpful.”
“They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years.”