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Mike Livingston

3 years ago

My wife and I started our retirement journey six m...

My wife and I started our retirement journey six months ahead of the actual date. I responded to a link for financial planners and Vermillion among others were provided. Of the five contacts we got we felt immediately at ease and established a rapport with the Vermillion staff we didn t get from the others. They are personable, considerate, knowledgeable and above all caring. We are now about two years in and feel they are part of our extended family and truly friends. Mark LaSpisa, Daisy Sakolari, and all of the staff...Jim... Joanne and even those behind the scenes go the extra mile to ensure we understand what we are doing... regardless if it is investments, estate planning, trusts and wills.. they are awesome and continue to be awesome with every engagement.

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