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Alison Davis
Financial Advisor at Quantum Leap Capital,
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Work Experience
Financial Advisor
2018 - Present · 6 years and 11 months
2014 - 2018 · 4 years
Branch Manager
2010 - 2018 · 8 years
Interim Area Manager
2014 - 2017 · 3 years
Company Details
2-10 Employees
Average Americans are paying thousands more than they have to every year in taxes and investment fees. We'll show you where you're paying and how to fix it. We are an independent Registered Investment Advisor in Vermont committed to informing people about how the institutions have warped perceptions, how the conventional wisdom is often wrong, and how people can keep more of their money from the financial institutions and take control of their financial lives back. We do this in two ways: > First, we help you identify how and where you are losing money. > Second, together we develop and implement a strategy to lower costs and achieve more of your goals. When you understand what’s really happening to your money, you will: > Make better financial decisions > Achieve independence from financial institutions > Have more control over your money > Feel a greater sense of confidence and peace of mind > Have more net spendable income over your lifetime Contact us today for a free consultation. Phone: 802.448.2882 Email: jody@quantumleapcapital.com Web Site: www.quantumleapcapital.com
Year Founded
2013
Social Media
Linkedin
Industry
Financial Services, Banks & Financial Services
HQ Location
620 Hinesburg Road Suite 230 South Burlington, VT 05403, US
Keywords
independent investment advisory firm and Small Business Planning
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