Landmark Financial

General Information
Company Name
Landmark Financial
Founded Year
2002
Location (Offices)
Fort Smith, United States +4
Founders / Decision Makers
Number of Employees
10
Industries
Financial Services, Real Estate, Wealth Management
Funding Stage
-
Social Media

Landmark Financial - Company Profile

Landmark Financial, established in 2002, is a locally owned firm with offices in Fort Smith, Little Rock, Rogers, and Russellville, providing comprehensive financial and retirement planning services across the United States. The company's mission is to assist clients in achieving their financial goals tax-efficiently, considering the broader impact of each decision on their overall financial situation. Landmark Financial offers personalized financial coaching and guidance, aiming to turn clients' objectives into reality. The company's portfolio encompasses Financial Services, Real Estate, and Wealth Management, offering a diverse range of financial products and services. Landmark Financial operates in accordance with strict security practices, emphasizing in-person or phone-based updates and prohibiting the acceptance of trading instructions through their website to protect clients' privacy and security. Additionally, Landmark Financial's investment services are offered through Avantax Investment Services℠, a member of FINRA and SIPC, with investment advisory services provided through Avantax Advisory Services℠, and insurance services facilitated by an Avantax-affiliated agency. The company is committed to maintaining transparency and compliance, as it refrains from using testimonials in advertising, and appreciates the support while maintaining a policy of hiding any endorsements or recommendations received through platforms like LinkedIn. Landmark Financial stands as a promising entity within the financial services sector, with its localized approach and dedication to holistic financial planning and security measures.

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