About Landmark Wealth Management, LLC.
Landmark Wealth Management, LLC is a fiduciary, fee-only financial planning firm located in New York, serving clients across Long Island, Manhattan, and surrounding areas. Their team approach is highly praised for its expertise and professionalism. Clients appreciate how Landmark takes the time to understand their unique situations, allowing for informed financial decisions. The firm is known for its caring attitude and willingness to assist clients with various financial matters, including those involving family members who are not clients. Landmark is recommended for anyone seeking a knowledgeable and approachable investment manager or financial adviser to guide them on their financial journey.
After decades of procrastinating we finally made the move to find and meet with a financial planner. We were clearly meant to wait as finding Landmark has literally been the answer to our prayers. Their team approach is unique, their expertise and professionalism are unparalleled. So grateful to be working with Stuart and his colleagues who have already spent so much time with us. I cannot say enough to express and share our thanks !
Landmark had been a great find for my wife and myself. They took the time to get to know us so that they can guide us with our financial decisions. We can call them at anytime with questions and they explain things so we can make the best decision for us. They have also given us guidance on financial matters that involve other family members that are not their clients. We feel like we are in good hands with Landmark.
Great team who have given us great advice on all areas of personal finance, always available to answer questions, address concerns and very knowledgeable about all types of investments. Our investments have done very well with them over the years. We feel very secure trusting them to build a secure retirement plan for us.