Maryland’s Top Rated Local® Financial Advisers Award Winner: Quantum Financial Advisors

Top Rated Local® is pleased to announce that Quantum Financial Advisors is the number one financial adviser in all of Maryland for 2019!

If you’re looking for a financial adviser who can help to make your future friendly, look no further than Quantum Financial Advisors.

Quantum Financial Advisors has received dozens of reviews on two verified sites with an average rating of 4.86 stars, earning them a spectacular Rating Score™ of 92.64 and a 2019 Top Rated Local award for being ranked the number one financial adviser in all of Maryland!

Here’s just one of their many five-star reviews:

“Quantum Financial has been excellent for me. They have been transparent, forthright and always available to help. I couldn’t have picked anyone better to turn to.” – Erika E.

Not Your Average Financial Advisory Firm

We wanted to know what makes Maryland’s number one financial adviser so special, so we took a few minutes to talk with the President and CIO, Joe Rinaldi.

The first question we had for Joe was what makes Quantum Financial Advisors unique compared to their competition in Maryland. Here’s what he had to say:

“First, it is the experience level that we have on the institutional side managing banks and asset management firms. Second, we’re not just practitioners; we’re all adjunct professors at the top 10 business schools in the nation. Third, we manage our clients’ money the same way we manage our own money — meaning that many of the clients have similar investments as our own — different sizes and allocations, but we all have a vested interest.”

We also asked Joe about Quantum Financial Advisors’s mission and how they work to make the world a better place. Joe told us:

“Our mission is to promote financial literacy, financial inclusion and empower people to be financially independent.”

Joe went on to say:

“We give free lunch-and-learn sessions. We work with Big Brothers and do some stuff for kids. We are also trying to start a foundation to promote financial literacy and financial inclusion, and we’re collaborating with a few government agencies to do that.”

Joe told us that they promote financial literacy in their community and throughout the world:

“We are teaching a financial class in China, Russia and potentially Korea, so we are international as well as domestic.”

Building Success Through Organic Reviews

When we asked Joe what their secret is to such a strong online reputation at Quantum Financial Advisors, he attributed it to their organic reviews and said:

“We are very humbled that people are cognitive enough to leave a review.”

Apart from building the kind of online reputation any business would envy, Quantum Financial Advisors has spread the word about their service through word of mouth. Joe also told us that they have a 90-percent retention rate.

Every business owner wants to grow their business and build their online reputation the way Quantum Financial Advisors has. Here’s Joe’s advice for them:

“Treat people the way you want to be treated, number one. Number two, branding is very important. It’s not about returns all the time; it’s about how you focus on the client experience. Each person demands a different experience. If you have 10 clients, there are some common drivers, but each one wants their own unique customer experience, so you have to tailor-make that for each person.”

Congratulations to the team at Quantum Financial Advisors for being a 2019 Top Rated Local award winner, and thank you so much, Joe, for taking the time to speak with us!

We highly recommend Quantum Financial Advisors in Rockville. Visit their website today!

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