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Featured Business Financial Advisor in Barrington, IL
Barrington Financial Advisors
Vermillion Financial Advisors
16 Executive Court,Suite 3
Barrington, IL 60010
(847) 382-9999
Advisor Profile
Mark S. La Spisa, CFP, CFS
Name:  Mark S. La Spisa, CFP, CFS
Phone Number:  (847) 382-9999
Website:  Visit Website

About Vermillion Financial Advisors

Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.
 

General Information

States Willing to do Business in:    Arlington Heights,Buffalo Grove,Carol Stream,Cary,Crystal Lake,Des Plaines,Elgin,Gilberts,Lake Zurich,Mount Prospect,Palatine,Prospect Heights,Schaumburg,Wheeling,Wood Dale, North Barrington
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:    English
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    1,000,000
 
 
 
Prepared By: Mark S. La Spisa, CFP, CFS

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