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

Landmark Financial Services

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United States
Vergennes, VT
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.

09/02/2026

Many people delay planning because they feel they need to know more first.

The reality is that financial confidence often grows through action, education, and ongoing conversations.

Every journey starts with a first step.

08/31/2026

Every financial strategy begins with people.

The people who make you laugh.
The people who count on you.
The people you'd do anything for.

Helping protect the people we love is often one of the biggest reasons we plan ahead in the first place. Let’s connect.

08/26/2026

Diversification is a commonly discussed principle in investing.

Spreading investments across different asset classes may help manage risk and support long-term objectives.

Every investor's situation is unique, which is why strategy matters.

08/25/2026

Financial wellness isn't about being perfect.
It's about making progress, learning along the way, and taking intentional steps toward the future you want to create.
I can help you learn more about how life insurance can play a role in a strong financial strategy that helps you gain confidence. Let's connect!

08/21/2026

Retirement preparation isn't about having all the answers today.
It's about creating a strategy that evolves with your goals, your family, and your future.
Let's connect to discuss yours.

08/19/2026

Saving for the future is important.

Preparing for life's "what ifs" can be just as important.

A well-rounded financial strategy often includes thinking about both the opportunities ahead and the unexpected moments along the way. I can help you create yours.

Let's connect.

08/17/2026

Marriage. A new baby. A new home. A new job.

Life has a way of changing when we least expect it.

Taking time to review your financial strategies as your life evolves can help ensure they're still aligned with the people and goals that matter most.

I'm ready to help when you are.

08/14/2026

Life rarely follows a perfectly straight path.

Building flexibility into your financial strategy may help you navigate both opportunities and challenges as they arise.

08/11/2026

Every strong future starts with a solid foundation.

For many families, that means creating healthy financial habits, planning ahead, and considering ways to help protect what they've worked so hard to build, like including life insurance as a part of their overall financial strategy.

I’m here to help! Let's connect.

08/07/2026

Major life events can change your financial priorities.

A quick review of beneficiary designations may help ensure your accounts reflect your current wishes.

It's a simple task that is often overlooked.

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

http://www.landmark-financial.com/

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