Great Professional Company. Financial planning has been excellent, staff is vey supportive and personal contact manager one of the best in the company. They have looked out for my interests for over 20 years.
30 years ago my wife and I began working with Vermillion to prepare for our eventual retirement. 15 years later we retired.
The guidance and advice we received enabled us to retire to a comfortable and stress free life. We know that our money is being managed professionally and prudently, with our best interests as the top priority.
We re fortunate to have found Vermilion and are smart to have stayed with them.
I have been a client at Vermillion Financial for over 25 years. They have grown with me as my financial picture has changed over the years. They have always been very responsive to any inquiries and I feel their advice has always been solid. The real test of a financial advisor comes when the market takes a downturn and you are watching your balances decrease with it. I found out during those times (corporate bankruptcies, changes in employee pension plans, the Great Recession, etc) that I was comfortable with the way my money was being handled and I slept well knowing that, while some people may be doing better through a downturn, a lot of people were doing a lot worse than I was thanks to the long-term outlook Vermillion and I had taken with my assets. The other aspect of Vermillion that I have been very happy with is the holistic approach to planning that they take. They learned about me, my spouse, and my family and what we wanted and needed as our lives changed. I was offered several pieces of planning advice that I had never considered before, some of which I took, some I did not. But they were always watching and suggesting options to create a whole financial package from insurance, to estate planning, to taxes, to investing. In my opinion Vermillion has been a very good choice for financial advice.
My husband & I have been customers of Vermillion Financial Advisors since 2009. We are & have been totally happy working with them & we truly believe if it was not for Vermillion's guidance we would not be where we are financially today. They also advised us in different life style matters that we would never have known about if it was not for their expert guidance. Our advisor is quick to respond to any & all questions we have & he does it in a very professional & personable way,he is easy to talk to & has always made us feel comfortable. Everyone we have come in contact with at Vermillion have been excellent in their guidance & services. We have been so pleased with Vermillion that we advised our daughter & son-in-law to join them & they have also been very pleased with their business.
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.
We have been clients of VFA since October of 2000. I have always had quality service and great investments. I am in a much better financial situation today than 20 years ago because of Mark's wisdom. When the market takes a downturn, I do not worry as I know my advisor is on top of it. Not only handling investments but made sure my estate planning was set up and my retirement needs are being well met. Very happy with all personnel that work there. They are friendly, responsive and knowledgeable. I'm extremely pleased, happy and grateful client.
We couldn't be more pleased with the services at Vermillion. We've had great returns on the investments we have there. Over the years they have assisted us with estate planning, Roth IRAs, tax and business planning, and much more. Good, solid advice. Every time. Wish we had started with them sooner.
We have been with Vermillion for a little over a year. It can feel intimidating and overwhelming to take the first steps toward financial planning, but once I made the phone call to Vermillion, Jim put me completely at ease and Mark and Phil have been amazing to work with.
We have young kids, so we are focused on saving for college, getting on track for retirement, etc. After one year, we have already have seen a huge difference. We have a clear understanding of where we are at now and what we need to do to achieve our financial goals down the road. The whole team at Vermillion is great, highly recommend!
I had to close out my pension and 401K and knew of Vermillion Financial from a friend. Phil, my advisor took the time to discuss several options of how to invest wisely and profitably. I appreciate the communications from Joanne and Daisy to keep me informed of documents that need to be signed or to answer general questions.
I highly recommend Vermillion Financial for any investment needs.
If you are in search of a very reputable financial advisor don't look any further. Based on my working experience with them I can't say enough of how happy and blessed I am to have founded them.
Mark La Spisa a very knowledgeable Financial Advisor and his staff handled everything to get my financial portfolio in order. Methodically looked at everything to finally reached a good balance of my nvestments. It is such a pleasure working with each and everyone of them and feel that they do care of what they do.
vermillionfinancial.com
