Landmark Financial Services Group, LLC

www.lmfsg.com

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 backgrounds 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. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Adviser. | Insurance Services are offered through Landmark Financial Services Group, LLC, which is not affiliated with Woodbury Financial Services, Inc. | Mark W. Nichols,CPA, PC is a public accounting firm that provides accounting and tax services independent of Woodbury Financial Services, Inc. | Investment professionals on this site are currently registered to conduct securities business in Connecticut, Florida, Massachusetts, New Hampshire, and New York. http://joinwoodbury.com/disclosures/socialmedia

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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 backgrounds 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. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC and Registered Investment Adviser. | Insurance Services are offered through Landmark Financial Services Group, LLC, which is not affiliated with Woodbury Financial Services, Inc. | Mark W. Nichols,CPA, PC is a public accounting firm that provides accounting and tax services independent of Woodbury Financial Services, Inc. | Investment professionals on this site are currently registered to conduct securities business in Connecticut, Florida, Massachusetts, New Hampshire, and New York. http://joinwoodbury.com/disclosures/socialmedia

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Country

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State

Massachusetts

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Employees

11-50

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Marketing Manager

    Email ****** @****.com
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  • Senior Associate

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  • Senior Associate

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    Phone (***) ****-****

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