Landmark Financial Services

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Landmark Financial Services Our approach to personal financial planning starts and ends with your dreams in mind. Landmark Financial Services is independent of Equity Services, Inc. (ESI).

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 354 Mountain View Drive, Suite 200, Colchester, VT 05446 802-864-6819. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier, VT and its affiliates. ESI is a Broker/Dealer and Registered Investment Adivser affiliate of NLIC. Michael Castillo and Michael Donnelly are Registered Representatives and Investment Adviser Representatives of and securities and investment advisory services are offered through Equity Services, Inc. Securities and insurance licensed in VT. TC96716(0218)P

Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

A periodic financial review can help you see what’s changed—and what may deserve another look.Goals, savings, insurance,...
10/15/2026

A periodic financial review can help you see what’s changed—and what may deserve another look.

Goals, savings, insurance, investments and beneficiary designations are five areas worth revisiting as your priorities and circumstances evolve.

The life insurance you bought a few years ago was based on your life at that time.And a lot can change.Maybe your family...
10/13/2026

The life insurance you bought a few years ago was based on your life at that time.
And a lot can change.

Maybe your family has grown. You bought a home. Your income looks different. You started a business. Or the people who depend on you have changed.

That doesn't necessarily mean your coverage needs to change. But it may be worth another look.

If it's been a while since you've reviewed your life insurance, reach out. We can talk through what's changed and whether what you have still makes sense.

Financial progress is often built through consistent habits over time.Small actions—reviewing accounts, increasing savin...
10/09/2026

Financial progress is often built through consistent habits over time.

Small actions—reviewing accounts, increasing savings, or revisiting goals—can help create momentum toward bigger objectives.

What financial habit has helped you most?

A financial strategy is personal because what matters is personal.Family. A home. A business. Education. Retirement. The...
10/07/2026

A financial strategy is personal because what matters is personal.
Family. A home. A business. Education. Retirement. The ability to leave something meaningful behind.
Life insurance can be one part of a broader strategy designed around the people and priorities you care about most.

Beneficiary designations can be easy to set and forget. But as life changes, it’s worth making sure they still reflect y...
10/05/2026

Beneficiary designations can be easy to set and forget. But as life changes, it’s worth making sure they still reflect your wishes.

Consider periodically reviewing the beneficiaries listed on retirement accounts, insurance policies and investment accounts—especially after a major life event.

Financial confidence often starts with a conversation.Whether you're reviewing your goals, discussing your family's futu...
09/30/2026

Financial confidence often starts with a conversation.

Whether you're reviewing your goals, discussing your family's future, or simply asking questions, taking that first step today can help you feel more prepared for tomorrow.

Let's have that conversation together.

September has a way of putting life back into focus.Schedules change, routines return, and priorities can shift, too.It ...
09/28/2026

September has a way of putting life back into focus.
Schedules change, routines return, and priorities can shift, too.
It can be a useful time to check in on your financial strategy and consider whether it still supports where you are and where you want to go.

Some financial decisions are easy to put off when life is busy.But preparing for the future doesn’t require waiting for ...
09/24/2026

Some financial decisions are easy to put off when life is busy.
But preparing for the future doesn’t require waiting for the perfect moment.
Taking a thoughtful step today can help you feel more prepared for whatever tomorrow brings.
Let’s talk about what that may look like for you.

Life insurance is about so much more than a policy.It’s about the life surrounding it: the people you love, the home you...
09/22/2026

Life insurance is about so much more than a policy.
It’s about the life surrounding it: the people you love, the home you’ve built, the goals you’re working toward, and the future you imagine.
Protecting what matters starts with knowing what matters to you.

It’s easy to focus on what needs your attention today.But some of the decisions you make now are really for the person y...
09/18/2026

It’s easy to focus on what needs your attention today.
But some of the decisions you make now are really for the person you’ll be years from now and the people who may depend on you along the way.
Preparing for the future is one way of taking care of what matters, even before tomorrow arrives.

Address

11 Main Street
Vergennes, VT
05491

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(802) 877-2300

Website

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