Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Laible is a Certified Financial Planner™ and Personal Financial Specialist with over 10 years of experience in the financial services industry. Brian is a Certified Public Accountant and may provide income tax preparation or accounting services. These services are independent of Landmark Wealth Management's financial planning and investment advisory services. Brian currently works at Landmark Wealth Management in Getzville, NY. The firm specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
11/17/2022 - Present
Landmark Wealth Management (GETZVILLE NY)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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