Landmark Financial Services

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 N

LIC. 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.

AI is changing a lot, but it’s not replacing the human side of financial decisions.People still want someone they trust ...
06/02/2026

AI is changing a lot, but it’s not replacing the human side of financial decisions.
People still want someone they trust to help them navigate big life choices.
That’s where great financial professionals make a difference every day.
Interested in this type of career? Let's connect.

Buying a home this season? Big move! Let’s make sure your financial and protection strategies move with you. Let's chat ...
05/29/2026

Buying a home this season? Big move! Let’s make sure your financial and protection strategies move with you. Let's chat about it.

Is your family comfortable talking about money?Check out this interesting Forbes article on setting the next generation ...
05/27/2026

Is your family comfortable talking about money?

Check out this interesting Forbes article on setting the next generation up for success.

Talking about money doesn’t always come naturally in wealthy families. Being transparent about financial matters can prepare younger family members for the future.

Today we honor and remember the brave men and women who made the ultimate sacrifice for our country.  Wishing everyone a...
05/25/2026

Today we honor and remember the brave men and women who made the ultimate sacrifice for our country. Wishing everyone a safe and meaningful Memorial Day from all of us at Landmark Financial Services.

At certain times of year, I have to stop and remind myself that just because something isn’t broken, doesn’t mean it doe...
05/21/2026

At certain times of year, I have to stop and remind myself that just because something isn’t broken, doesn’t mean it doesn’t need a tune-up! Finances are one of those things that need a periodic check-in, and this is a great time of year to do it. I’m ready to help you be proactive!

What can promote longevity? This article sheds light on perspectives from other countries. What are your hopes for retir...
05/15/2026

What can promote longevity? This article sheds light on perspectives from other countries. What are your hopes for retirement?

Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.

Let’s create a future that you can believe in!
05/14/2026

Let’s create a future that you can believe in!

Doing a little gardening? Same here, and it’s got me thinking... what are you planting for your future?The choices you m...
05/12/2026

Doing a little gardening? Same here, and it’s got me thinking... what are you planting for your future?
The choices you make today are the seeds. With the right planning and care, they continue growing and maturing over time. Your financial strategy is no different.
If you're ready to nurture it, I'm here to help!

Confidence isn’t just a feeling, it’s what happens when protection meets intention. When you have the right financial st...
05/08/2026

Confidence isn’t just a feeling, it’s what happens when protection meets intention.
When you have the right financial strategy in place, you can meet each day with more stability and direction. Let’s chat.

How do you aim to spend your retirement?"Millennials are redefining retirement—see 5 ways they plan to spend their golde...
05/05/2026

How do you aim to spend your retirement?

"Millennials are redefining retirement—see 5 ways they plan to spend their golden years and whether their finances are ready to support those dreams."

Millennials are redefining retirement—see 5 ways they plan to spend their golden years and whether their finances are ready to support those dreams.

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

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