Landmark Financial Services Group LLC

Landmark Financial Services Group LLC We are committed to providing focus, clarity, and personalization to wealth management and tax-planning. Securities offered through Osaic Wealth, Inc. Nichols.

Welcome, we are Landmark Financial Services Group, LLC, a financial organization located in Andover, MA. We understand that individuals and businesses face unique challenges as they prepare for the future. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your financial goals and objectives. Using our team's tax-planning backgro

unds and investment management acumen we concentrate on developing innovative and prudent financial guidance and wealth planning solutions for every client's unique financial situation. By offering sophisticated tax planning strategies complimented with sound investment planning, our clients are able to maximize the effectiveness and benefit of their overall financial plan. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. member FINRA/SIPC. Investment advisory services offered through Mark W. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Landmark Financial Services Group, LLC is not an affiliated entity with Osaic Wealth, Inc. Nichols & Company, CPA, PC is not affiliated with, nor endorsed by, Osaic Wealth, Inc.

†Accounting and tax solutions provided by Nichols & Company, CPA, PC


www.finra.org
www.sipc.org

11/11/2025
Halloween took over Landmark Financial! From Ozzy to the Monopoly Man, our team traded spreadsheets for spooky vibes. Do...
10/31/2025

Halloween took over Landmark Financial! From Ozzy to the Monopoly Man, our team traded spreadsheets for spooky vibes. Don't worry- we're still calculating treats and not tricks!

To conclude our series on The One Big Beautiful Bill Act and the provisions that affect individuals, Mark explains the d...
09/24/2025

To conclude our series on The One Big Beautiful Bill Act and the provisions that affect individuals, Mark explains the difference between Trump Accounts and 529 Plans.

You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

IRS says goodbye to paper checks. What it means for you:
09/22/2025

IRS says goodbye to paper checks. What it means for you:

Email from Landmark Financial Services Group LLC September 22, 2025 We hope you are enjoying the start of fall. The IRS has announced that, effective September 30, 2025, all federal payments—including

Continuing with our series on the One Big Beautiful Bill Act, Mark goes over the new provisions for 529 Plans. You can ...
09/17/2025

Continuing with our series on the One Big Beautiful Bill Act, Mark goes over the new provisions for 529 Plans. You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

On this day, we remember the lives lost and the heroes of 9/11. May their memory inspire us to stand together with compa...
09/11/2025

On this day, we remember the lives lost and the heroes of 9/11. May their memory inspire us to stand together with compassion and strength.

The One Big Beautiful Bill Act has introduced a new way to save for your child's future called Trump Accounts. In the v...
09/09/2025

The One Big Beautiful Bill Act has introduced a new way to save for your child's future called Trump Accounts. In the video below Mark explains what these new accounts are, how contributions work, and what families should know before getting started.
You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

When it comes to the “One Big Beautiful Bill,” no provision has stirred more debate than the SALT deduction cap. Watch v...
09/02/2025

When it comes to the “One Big Beautiful Bill,” no provision has stirred more debate than the SALT deduction cap.
Watch video 4 in our series where Mark breaks down what it means for you.
You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

The "One Big Beautiful Bill" Explained: Breaking down what it means for you. Third video: Clean Energy You can find this...
08/28/2025

The "One Big Beautiful Bill" Explained: Breaking down what it means for you.
Third video: Clean Energy
You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

The "One Big Beautiful Bill" Explained: Breaking down what it means for you. Second video: Car Loan Interest Deduction.Y...
08/25/2025

The "One Big Beautiful Bill" Explained: Breaking down what it means for you.
Second video: Car Loan Interest Deduction.
You can find this video and more on our website at www.lmfsg.com

Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

Address

10 New England Business Center Drive Suite 301
Andover, MA
01810

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19789845425

Website

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