Rochester, VT Financial Advisor

Fiduciary Financial Advisor • (802) 829-6954

Fiduciary Financial Advisor
(802) 829-6954

"I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value."

Carrie McDonnell is a Fiduciary Financial Advisor who works with clients on a variety of account types including (but not limited to): Traditional and Roth IRAs, individual and joint brokerage accounts, trust accounts, inherited retirement accounts, non-profit and business brokerage accounts, and workplace retirement plans.

Carrie McDonnell

(802) 829-6954

carrie.mcdonnell@onedayinjuly.com

One Day In July was named the Best VT Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards.

Pictured here are financial advisors Katie Bensel, Nancy Westbrook, Carrie McDonnell, and Hans Smith.

One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on April 10, 2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers.

Carrie is available for meetings in person in Rochester Vermont, Rutland Vermont, Killington Vermont, Chittenden Vermont, Brandon Vermont, and the surrounding area. Carrie is also available for meetings on the phone and on Zoom.

One Day In July | Rochester, VT Financial Advisor

One Day In July is an independent investment advisory firm. We invest using low cost, tax efficient index fund investments. We are fiduciary financial advisors on all accounts, for all clients, all the time.