Shelburne VT Financial Advisor Directions

Shelburne VT Financial Advisor Office

Frank Koster | Josh Kruk | Keith McCarthy

(802) 777-9768
5247 Shelburne Rd, Suite #101
Shelburne, VT 05482

Please enter a first name.

Please enter a last name.

Please enter an email address.

Please enter a ZIP code.

Use dropdown to select asset level:

Please select an asset level.

Message 1000 characters remaining

Please enter a message.

The One Day In July Shelburne office is located at the intersection of Shelburne Road, Falls Road, and Harbor Road in downtown Shelburne, Vermont. The office sits in the big yellow building between The Flying Pig Book Store and The Bearded Frog Bar & Grill.

Parking is available in the lot on the side of the building.

Shelburne Financial Advisors

Frank Koster
(802) 777-9768 | frank@onedayinjuly.com

Josh Kruk
(802) 338-6326 | josh@onedayinjuly.com

Keith McCarthy
(860) 581-7011 | keith@onedayinjuly.com

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

Form CRS & Disclosures

(802) 503-8280
welcome@onedayinjuly.com

Why The Name?

v 2.4.67 | © One Day In July LLC. All Rights Reserved.