Landmark Wealth Management, LLC.

Sep 2024

These guys are some of the most helpful and knowledgeable folks in the business who take a sincere interest in helping people plan their finances. I recommend them to many of my clients and have never had anyone who was unhappy that I did. You will appreciate working with them.

May 2024

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.

Apr 2015

I usually do not do reviews, but wanted to do so for Brian Cohen, financial advisor and principal at Core-X Wealth Management. I have known Brian for going on 40 years. I could go on and try to convey my thoughts by listing his achievements and his background, but I think the fact that over 20 years ago I had Brian as the best man at my wedding, and is still my closest friend these many years later, should be testimony enough! I know you'd be in great hands in working with Brian.