Becoming a Client with One Day In July

1. Schedule a phone or video call with one of our experienced financial advisors.

Call us at (802) 503-8280 or email welcome@onedayinjuly.com. We would love to hear from you. Just send your name, contact information and a brief summary of what you hope to gain from a relationship with a financial advisor at One Day In July. We will match you with a financial advisor that suits your needs.

2. Meet with a One Day In July financial advisor.

This initial conversation is always free of charge. In this introductory meeting we will explain what a financial advisor and One Day In July, specifically, can do for you. We will take the time to learn more about you and your personal financial situation and needs.

Important Questions to Ask a Financial Advisor

3. Enroll as a One Day In July client.

• Complete necessary paperwork.
• Account(s) will be opened (typically in 1-3 business days).
• Money Movement and Transfer(s) will be completed (7-10 business days*).
• Initial Investments and trades will be initiated.

One Day In July is a local investment firm with national reach. We pride ourselves on personal connections and individualized care. When you call One Day In July, you will always talk to a person, never a call center.