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Landmark Financial Services

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Vergennes, VT
Landmark Financial Services

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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.

11/02/2026

Your life doesn't stand still. Neither should your plans for the future.

Marriage, children, retirement, and changes in your financial circumstances can all create reasons to revisit your estate plan. Taking time to review your wishes and priorities can help ensure your plans continue to reflect what matters most.

When was the last time you reviewed your estate plan? Let's connect and start the conversation.

10/30/2026

Ask a child what they want to be someday and you'll hear endless possibilities.

As adults, one of the greatest gifts we can provide is helping create a foundation that supports those dreams—even if life doesn't always go according to plan.

Preparing ahead is one way families can prepare for whatever comes next. Let's connect about how you can create a strategy that protects what matters most.

10/28/2026

Some of the most important questions in this work aren't complicated.

What's important to you?
What's changed?
Who are you trying to protect?
What are you preparing for next?

Then comes the important part: listening.

If you're curious about a career where asking good questions and building relationships really matter, I'd love to tell you more.

10/27/2026

Your financial priorities at 30 may look very different from those at 50 or 70.

From building savings and purchasing a home to supporting family members and preparing for retirement, each stage of life brings new considerations.

As life evolves, it's worth revisiting your financial goals and making sure your strategy continues to reflect what matters most.

10/23/2026

Many people spend more time waiting for the "right" time to get started than actually getting started.

Markets, interest rates, and headlines will always change. Having a strategy and staying focused on your long-term goals may matter more than trying to time every move.

10/19/2026

Life insurance terminology can make a straightforward conversation feel more complicated than it needs to be.
Understanding what the words mean and how the pieces work together can make it easier to evaluate your options.
Clear information can help make financial decisions feel more manageable.

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.

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.

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?

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.

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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