From Quantum Financial Strategies
Equipped with over 30 years of experience in the financial industry, our names are Jaie Locke & Brad Picha, founders of Quantum Financial Strategies. Our mission is to educate the financially curious on how to make their hard-earned money start working harder for them. Whether you are retiring with a mountain of money or clocking into your first job, all we ask for is a willingness to learn. We have spent our entire career’s developing financial portfolio strategies that produce stable growth with mitigated risk associated with taxes, market volatility, and asset fees and would value an opportunity to share this knowledge with you. No requirements or strings attached. That is our promise.
Google: 5/5
Quantum Financial Strategies is a financial services firm dedicated to helping clients achieve financial well-being. The firm is known for its knowledgeable team, who provide excellent customer service and communication. Clients appreciate the team's expertise and the use of effective tools to help reach financial goals. The team is patient, genuine, and devoted to taking the time to explain everything. They come up with multiple winning strategies to help with long term financial goals and help take care of a family. They have always taken the time and been available to make sure clients feel confident in the financial choices they are making, especially through life changes. Instead of just telling clients what to do, they teach them, which makes it possible to make educated decisions. Clients value the advice, organization and positive attitude. They truly care about their clients and are highly recommended.