Locations

One Day In July Financial Advisors

One Day In July offers personalized investment management and financial advice to individuals, families, and institutions across the U.S. One Day In July Financial Advisors work with clients to understand their financial goals and build investment solutions. We are fiduciaries on all accounts, for all clients.

Burlington, Vermont

Financial Advisors

77 College Street
Burlington, VT 05401
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Hanover, New Hampshire

Financial Advisors

26 South Main Street #4
Hanover, NH 03755
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Rutland, Vermont

Financial Advisors

734 E US Route 4, Suite 7
Rutland, VT 05701
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Vergennes, Vermont

Financial Advisors

206 Main Street
Vergennes, VT 05491
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Middlebury, Vermont

Financial Advisors

63 Maple Street #8B
Middlebury, VT 05753
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Montpelier, Vermont

Financial Advisors

27 State Street
Montpelier, VT 05602
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United States

Financial Advisors

(802) 503-8280

welcome@onedayinjuly.com

We service clients across the United States. Meetings are available in person, on the phone and on Zoom. Contact our main office to connect with an advisor.
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Types of Accounts We Manage

Options for Self-Employed Retirement Plans

Manage an ESOP Distribution

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

Workplace Retirement Accounts

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

New Hampshire Financial Advisors

Locations

One Day In July Financial Advisors

One Day In July Financial Advisors

Burlington, Vermont

Hanover, New Hampshire

Rutland, Vermont

Vergennes, Vermont

Middlebury, Vermont

Montpelier, Vermont

United States

Form CRS & Disclosures

Accessibility Statement

(802) 503-8280
welcome@onedayinjuly.com

Why The Name?