Interested in investing, or just want more information? Contact us today to set up a free consultation with a One Day In July Advisor. All advisors are fiduciaries on all accounts so you know that your interests will always be put first.
Our financial advisors service clients across the country. We have locations in Vermont, Connecticut and Pennsylvania, but advisors are available for meetings far beyond our office locations. Meetings are available in person, on the phone and on Zoom.
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(802) 324-6469
hans@onedayinjuly.com
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(203) 645-4122
katie@onedayinjuly.com
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(802) 556-3850
adam.roof@onedayinjuly.com
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(802) 556-3852
peter@onedayinjuly.com
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(802) 503-8280
welcome@onedayinjuly.com
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(802) 767-7665
carrie.mcdonnell@onedayinjuly.com
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(802) 777-9768
frank@onedayinjuly.com
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Shelburne Fiduciary Business Development
Shelburne Fiduciary Business Development
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One Day In July financial advisors are available for meetings across Vermont, including Stowe, Rochester, Montpelier and most other Vermont towns and cities located in Northern Vermont, Central Vermont and Southern Vermont. Beyond Vermont, One Day In July has offices in Wayne, Pennsylvania and Essex, Connecticut.
Burlington, VT Financial Advisor | Rochester, VT Financial Advisor | Wayne, PA Financial Advisor | Essex, CT Office | Shelburne, VT Financial Advisor