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.
*Some exceptions apply when transferring funds from smaller institutions. Your advisor will keep you updated if any delays occur.

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.


Get Started Today.

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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
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
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Vergennes, VT Financial Advisor

206 Main Street Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisor

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisor

79 Court Street, Suite 1,

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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