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Quantum Financial Planning Services, Inc.

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Quantum Financial Planning Services, Inc.

Mission statement:

Our mission is to have a positive, long-lasting impact in our community. We are here to build relationships with our clients that will allow us to better serve and empower them to achieve their life ambitions.

Overview:

We have an enduring commitment to our clients to serve them with integrity and excellence. The independent nature of our practice means that we are not tied to promoting any product or investment company, yet our affiliation with Securities Services Network, Inc. allows us to provide all the services of any major investment firm. Quantum Financial Planning Services, Inc. and each CERTIFIED FINANCIAL PLANNER™ on our team acts as a fiduciary for our clients, which means we put our clients' interests ahead of our own. Our team strives to always do the right thing and to act in the best interest of our clients. As a part of that commitment, our financial planners regularly attend industry conferences and receive continuing education.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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