1. Number of clients includes both persons in a couple if each person has account(s) in his/her name.
Map updated as of 07/15/2022.
Advisors: Join Us
Articles on Investing
About the Secure Act
Vermont Investment Management
Vermont Retirement Planning
Vermont Wealth Management
Vermont Financial Advisors
In the Media
Shelburne, VT Financial Advisor
Frank Koster | Josh Kruk | Keith McCarthy
5247 Shelburne Rd, Suite #101
Shelburne, VT 05482
Stowe, VT Finanical Advisor
Available for meetings in Stowe.
Burlington, VT Financial Advisor
Hans Smith | Katie Bensel
Nancy Westbrook | Peter Egolf
77 College Street #3A
Burlington, VT 05401
Darien, CT Financial Advisor
Available for meetings in Darien.
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
| © One Day In July LLC. All Rights Reserved.
Stay in touch. Biweekly.