Landmark Wealth Management, LLC. - Melville, New York

Landmark Wealth Management, LLC.

Una empresa de asesoramiento financiero con sede en Melville, Nueva York, que ofrece servicios de planificación financiera y asesoramiento financiero a individuos y familias.

Carreras y especialidades

Los expertos en finanzas de Landmark Wealth Management, LLC. se especializan en planificar y gestionar los activos financieros de sus clientes, ofreciendo una amplia gama de servicios que incluyen:

• Planificación financiera
• Asesoramiento financiero

Ubicación

La empresa tiene su sede en 95 Broadhollow Rd Suite 102, Melville, NY 11747, Estados Unidos.

Teléfono y dirección

Puedes contactar a Landmark Wealth Management, LLC. llamando al 6319232485 o visitando su sitio web en landmarkwealthmgmt.com.

Otras características

La empresa ofrece online appointments, on-site services y tiene instalaciones wheelchair-accessible para garantizar una experiencia de cliente cómoda y accesible para todos.

Además, Landmark Wealth Management, LLC. cuenta con toilet y wheelchair-accessible toilet para la comodidad de sus clientes.

Opiniones

Según las opiniones de los clientes, Landmark Wealth Management, LLC. ha demostrado ser una empresa de confianza y profesionalismo, con una media de opinión de 5/5 estrellas en Google My Business.

Los clientes han elogiado a la empresa por su fiduciary responsibility, objectivity y honesty en su enfoque en la planificación financiera y asesoramiento financiero.

Además, se destaca la atención personalizada y el tiempo que se toma para explicar cada paso del proceso de planificación financiera.

Un cliente satisfecho ha mencionado que ha sido exceeder sus expectativas durante sus 7 años de colaboración con la empresa, destacando la capacidad del personal para entender sus necesidades y objetivos financieros.

Puntos de interés

Para aquellos que buscan una empresa de asesoramiento financiero, Landmark Wealth Management, LLC. es una excelente opción.

Con su enfoque en la fiduciary responsibility, la objetividad y la honestidad, la empresa se destaca en la planificación financiera y asesoramiento financiero.

Visita su sitio web en landmarkwealthmgmt.com para obtener más información y programar una cita de online o on-site con los expertos en finanzas de Landmark Wealth Management, LLC..

👍 Reviews of Landmark Wealth Management, LLC.

AnnMarie D.

5/5

When seeking out a financial planner it was important to me to work with a Firm that did not make me feel like one of the masses. I wanted a Firm with a fiduciary responsibility and would be objective and honest. It has been 7 years and Landmark Wealth Management they have exceeded all expectations. They take the time to understand your needs, wants and goals. Likewise, they take the time to explain each step of the financial planning process. I personally work with Brian Cohen who is always happy to answer any questions, share his knowledge and personal experiences.

LOCO B.

5/5

Me and my Wife Trust Joe and his team with our investments towards our Future Retirement. They are knowledgeable and always keep you in the loop. They constantly reach out to make sure you are updated and calm your nerves when you are riding the Stock Market 🌊 WAVE. They always check in to make sure you are doing your homework and filling out the yearly income questionnaire so they can have the best plan laid out for your money to grow and give you what you need in retirement. Thanks Joe and to your team. The Calderaros. 🤙🏻🤙🏻🤙🏻

Kenneth R.

5/5

I turned to Landmark Financial as I approached retirement, and have been working with them for the past seven years. Throughout our relationship, they've consistently demonstrated a high level of knowledge, professionalism, and integrity. Their team is not only approachable but also genuinely helpful, taking the time to address all my concerns with clarity and care. I trust them completely with my financial planning, knowing they always have my best interests in mind. I highly recommend Landmark Financial to anyone seeking objective, honest financial advice from a team with a strong commitment to fiduciary responsibility.

Heather P.

5/5

Landmark Wealth Management LLC has provided my husband and myself with an incredible experience planning for the next chapter of our lives. The attention to detail that Chris Congema and his partners took to map out our financial plan was top notch. Their knowledge and years of experience are evident in how they helped us plan for our upcoming life changes as well as our future plans. I highly recommend this firm and am extremely happy that we are now getting the properly financial planning we need.

Kevin M.

5/5

We hired Joe, Chris and Brian several years ago to help us manage our retirement accounts and make sure we are on track, we have been very happy with the advice and professionalism they have provided, and the peace of mind we have received knowing someone is watching our accounts and we know we will be able to retire comfortably has been well worth it.

Keri H.

5/5

The staff is amazing. They are the only people I trust with my financial needs. I love that every meeting is with the group and they explain everything so thoroughly. I highly recommend them!!

John B.

5/5

My experience with Landmark Wealth Management has been nothing but top tier service. From the very first meeting I had with the firm to go over my future investment portfolio, they spent a lot of time with me to explain everything in detail. My personal CFP that services my account is Jim Millington. He goes above and beyond to give white glove service to you personally and your investments. Jim always responds promptly to any questions or concerns that you may have. I would give Jim and the Wealth Management team 6 stars if google review would allow it.

Lois H.

5/5

The team is fabulous! They are extremely patient and take the time to explain everything, especially with the elderly, like myself. I highly recommend them!