Locations

Fiduciary Financial Advisors • (802) 503-8280

UNITED STATES

We service clients across the United States. Meetings are available in person, on the phone and on Zoom. Contact our main office to connect with an advisor.

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BURLINGTON, VERMONT

(802) 503-8280

welcome@onedayinjuly.com

77 College Street
Burlington, VT 05401

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WAYNE, PENNSYLVANIA

(610) 673-0074

peter@onedayinjuly.com

851 Duportail Rd, 2nd Floor
Chesterbrook, PA 19087

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SHELBURNE, VERMONT

(802) 777-9768

frank@onedayinjuly.com

145 Pine Haven Shores Rd Suite 2212
Shelburne, VT 05482

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ESSEX, CONNECTICUT

(860) 581-7011

keith@onedayinjuly.com

5 Essex Square Suite 3A
Essex, CT 06426

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ROCHESTER, VERMONT

(802) 767-7665

carrie.mcdonnell@onedayinjuly.com

Available for meetings in Rochester, Vermont and the surrounding area.

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Types of Accounts We Manage

Options for Self-Employed Retirement Plans

Saving Strategies

What to do When Receiving a Pension

Investment Tax Strategy: Tax Loss Harvesting

Vermont Investment Management

How to Invest an Inheritance

Investment Tax Strategy: Tax Lot Optimization

Vermont Retirement Planning

How to Make the Best 401k Selections

Investing for Retirement: 401k and More

Vermont Wealth Management

How to Rollover a 401k to an IRA

Investing in Bennington, VT

Vermont Financial Advisors

Investing in Albany, NY

Investing in Saratoga Springs, NY

New Hampshire Financial Advisors

Locations

Fiduciary Financial Advisors • (802) 503-8280

UNITED STATES

BURLINGTON, VERMONT

WAYNE, PENNSYLVANIA

SHELBURNE, VERMONT

ESSEX, CONNECTICUT

ROCHESTER, VERMONT

Form CRS & Disclosures

(802) 503-8280
welcome@onedayinjuly.com

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