One Day In July Financial Advisor and Financial Planner Steve Schleupner is available for meeting in Frederick, MD.
Steve has lived in Frederick County, Maryland his entire life. He started his financial planning career in 2003 in Frederick and worked at his practice until 2014. After moving to Vermont, Steve decided to reconnect with his Maryland roots. He travels back to Maryland every two months to meet with clients. It's nice because he can escape the cold winter and eat crabs in the summer. It's also nice for his clients. Steve is able to support his Maryland clients with periodic face-to-face meetings at locations convenient for them, as well as through online video meetings. Steve is licensed as a Registered Investment Advisor in Maryland, and also holds a Maryland Insurance Advisor license providing him the ability to do consultative insurance work. He is excited to bring One Day In July's unique competitive offerings to his home town and serve Frederick, Maryland.
Shelburne, VT 05482
Burlington, VT 05401
Portsmouth, NH 03801