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.

Let’s clear something up for National Annuity Awareness Month:“Annuities are only for people who are already retired.”No...
06/16/2026

Let’s clear something up for National Annuity Awareness Month:
“Annuities are only for people who are already retired.”
Not exactly. Many people explore them years before retirement as part of a broader financial strategy.
What have you heard about annuities that you’re not sure is true? I would be happy to clear up your questions.

June always feels like a reset button. Longer days, more time outside, and a chance to slow down a bit. It’s also a good...
06/12/2026

June always feels like a reset button. Longer days, more time outside, and a chance to slow down a bit. It’s also a good reminder to check in on the things that matter long term, like your life insurance coverage and overall financial strategy.
What’s one thing you want to feel more confident about financially this summer?

Summer trips. Family time. Long weekends.These are the moments people work hard for.Financial confidence isn't just abou...
06/10/2026

Summer trips. Family time. Long weekends.
These are the moments people work hard for.

Financial confidence isn't just about preparing for the future. It's about enjoying life today while knowing you're building a stronger tomorrow.

Life insurance and annuities can play an important role in helping protect what matters most and creating greater confidence for the years ahead. Let's connect.

You don’t need to have everything figured out to start a conversation about your financial future. Most people don’t!If ...
06/08/2026

You don’t need to have everything figured out to start a conversation about your financial future. Most people don’t!
If you’ve been putting off learning about life insurance, it’s a good time to take that first step.
Even a quick chat can bring some clarity! I'm always open to a conversation.

In addition to allowing your loved ones to maintain their standard of living now, life insurance can also help cover fut...
06/04/2026

In addition to allowing your loved ones to maintain their standard of living now, life insurance can also help cover future expenses like college tuition. With life insurance, you’ve got their dreams covered.

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!

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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