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Frequently Asked Questions
A selection of commonly asked questions that can help you become more familiar with One Day In July and our investment process.
Book Recommendations
Looking to learn more about investing, personal finance and the stock market? We have some recommendations for you.
Financial Terms Glossary
Common investment and economic terms with simple definitions that can help you better understand the investment landscape.
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Shelburne, VT Financial Advisor
Frank Koster | Josh Kruk
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
(802) 777-9768
Wayne, PA Financial Advisor
Peter Egolf | Adam Roof
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
(610) 673-0074
Burlington, VT Financial Advisor
Hans Smith | Katie Bensel
Nancy Westbrook | Peter Egolf
Adam Roof
77 College Street #3A
Burlington, VT 05401
(802) 503-8280
Essex, CT Office
Keith McCarthy
5 Essex Square, Suite 3A
Essex, CT 06426
(860) 581-7011
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Carrie McDonnell
(802) 767-7665
v 2.3.30 | © One Day In July LLC. All Rights Reserved.