Vermillion Financial Advisors - South Barrington, Illinois

Zubair K.

Such a great company and team to work with . Mark and Nick are masters of their craft and have offered tremendous value and advice into our portfolios. Would recommend Vermillion to anyone in need of financial planning/strategizing

Lori A.

The Financial Advisor Team is amazing. From the owner Mark to the Connor our advisor, they first care about you as people and about your financial future. They meet monthly with you to assess your goals and progress. Their main objective is financial security in all realms of your needs. They are not trying to sell you anything other than their services of managing your money. The cost of financial management pays for itself by the intimate management of all aspects of your household whether it's; budget, taxes, retirement, estate planning, etc. Highly recommend this team for their expertise, attention to your needs and the relationships they build. Our advisor Connor is amazing! I have my kids and extended family with this group, which is a testament of the trust I put in them.

thomas T.

I have been working with my advisor Phil for about the last six or seven months. He is very thorough and thoughtful in his approach to putting all of my finances together. He points out the importance in knowing all of the details in order to put together the best approach for my future. if you are someone who has accumulated some wealth and want to protect it and retirement and also add to it, I would definitely recommend talking with the Vermillion group

Michelle K.

I can't say enough about the team at Vermillion! My parents have been with Vermillion for almost 34 years. Mark, Jeff and team have done wonders for them! When my father passed away, Jeff was my lifeline to help ensure everything was completed as need and on-time! He continues to do keep us on track today as well. I have now started with Connor, another fantastic person to work with and I look forward to building a rapport with Connor as my mom and I have with Jeff. If you're on the fence about investing, don't hesitate, call Vermillion today!

Billie T.

I have been a client since this company was founded. They have guided me through many aspects of my life - retirement, estate and insurance planning. My financial advisor held my hands and guided me through the chaos of widowhood. He is always available to answer questions. He is like family.
All of the staff is extremely friendly and helpful.
Vermillion is a first class company!!!

Amy N.

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!

Jon F.

Vermillion Financial Advisors are a pleasure to work with and do an amazing job treating every client the same way they would treat and advise their own family. I have had the pleasure of knowing Jim Stein for several years, and he has always been a pleasure to work with. Thanks Jim (and Vermillion) for all your help!

antonette B.

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.