While our financial advisors we are physically located in Burlington, Vermont; Shelburne, Vermont; Stowe, Vermont and Portsmouth, New Hampshire; we still feel like a local financial advisor no matter where you are. Our firm will never have a call center. As a client, you will have your financial advisor’s cell phone number, allowing you direct access when you have questions. When you work with One Day In July, you are working with a person, not a computer.
One Day In July is not only a low-fee investment firm but also your neighbor, meaning we take our fiduciary responsibility seriously. Our financial advisors work in your best interest at all times and we will not use our relationship with you to sell you high-fee financial products. Whether you want to know about your retirement options, develop the best investment plan for your family, or simply want to get your finances in order, we are here to help.
Shelburne, VT 05482
Burlington, VT 05401
Portsmouth, NH 03801