Financial Planning Melville

Landmark Wealth Management, LLC.

Financial Planning Melville
Fiduciary, fee-only financial planners

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Address: 95 Broad Hollow Road Map
: Suite 102
Place: Melville, NY 11747
Route

Landline: (631) 923-2485
E-Mail: info@landmarkwealthmgmt.com
Video: www.youtube.com
Website: www.landmarkwealthmgmt.com

Description

fiduciary; fee-only, financial planner; financial advisor; financial adviser; investment manager; retirement; cfp; certified financial planner; long island; fee only; wealth manager; melville; hauppauge; uniondale; manhattan ; new york; new york city; suffolk county; nassau county; investment planner.

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Opening hours

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM

Payment Options

Invoice

Products and Services

Products And Services

Comprehensive financial planning

As a fiduciary and an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care. We view each client’s circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment. Let us aid you in that journey.
Fiduciary, fee-only financial planner and advisor

As a fiduciary and an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.
Retirement planning

As a fiduciary and an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients’ interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care. We view each client’s circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment. Let us aid you in that journey.