Landmark Financial Services Group LLC

Landmark Financial Services Group LLC

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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

11/11/2025
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!

The One Big Beautiful Bill -Trump Accounts vs. 529 Plans-Video 7 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

The One Big Beautiful Bill -Trump Accounts vs. 529 Plans-Video 7 Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

Important Update: IRS Moving to Electronic Refunds 09/22/2025

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

Important Update: IRS Moving to Electronic Refunds 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

The One Big Beautiful Bill- 529 Plans- Video 6 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

The One Big Beautiful Bill- 529 Plans- Video 6 Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

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- Trump Accounts- Video 5 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

The One Big Beautiful Bill Act- Trump Accounts- Video 5 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 Act- SALT Deduction- Video 4 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

The One Big Beautiful Bill Act- SALT Deduction- Video 4 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 Act-Clean Energy-Video 3 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

The One Big Beautiful Bill Act-Clean Energy-Video 3 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 Act-Car Loans-Video 2 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

The One Big Beautiful Bill Act-Car Loans-Video 2 Mark W. Nichols is an Investment Advisor Representative of, and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA, ...

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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