Landmark Wealth Management, now part of Beacon Pointe Advisors
Lake Elmo, MN, USA
About This Business
Landmark Wealth Management, now a part of Beacon Pointe Advisors, is a trusted financial advisory firm based in the St. Paul area, specifically in Lake Elmo, MN. Their team of experienced financial advisors is dedicated to helping clients make informed decisions about their wealth, providing personalized service and expert guidance to achieve their financial goals. With a strong focus on building long-term relationships, the firm's advisors work closely with clients to understand their unique needs and develop tailored strategies for retirement planning, investment management, and wealth growth. The team's expertise and commitment to excellence have earned them a reputation for delivering exceptional results and outstanding client service. By combining their local presence with the resources and expertise of Beacon Pointe Advisors, Landmark Wealth Management offers a comprehensive range of financial services designed to help individuals, families, and business owners achieve financial security and success. Their approach is built on a foundation of trust, transparency, and open communication, ensuring that clients feel supported and informed every step of the way. Whether you're planning for retirement, seeking to grow your wealth, or simply looking for a trusted partner to help you navigate the complexities of financial planning, Landmark Wealth Management, now part of Beacon Pointe Advisors, is dedicated to providing the guidance, expertise, and personalized service you need to achieve your goals.
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Customer Reviews
1 total reviews
Natalie Reese
June 06, 2025Lost in the Transition: A Disappointing Experience with Landmark Wealth Management
I was initially impressed by Landmark Wealth Management's reputation and their team's expertise in financial advisory services. However, after they merged with Beacon Pointe Advisors, I felt like I was lost in the transition. The personalized service I once received began to feel automated and impersonal. My financial advisor, who I had built a relationship with over the years, seemed overwhelmed with the new systems and protocols. The communication, which was once transparent and open, became sporadic and unclear. I tried to reach out to them multiple times to discuss my concerns, but my calls and emails were met with long wait times and generic responses. As someone who values trust and transparency in their financial partnerships, I was disappointed by the lack of effort to address my issues and provide the guidance I needed. The comprehensive range of financial services they offered seemed to expand, but the quality of service suffered. I hope they can refocus on their clients' needs and provide the exceptional results they once promised. Until then, I'm forced to explore other options for my financial planning needs.
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Based on 1 reviews
Company Information
Address
Lake Elmo, MN, USA