Switching financial advisors can be awkward and uncomfortable, so many people avoid it. You may have known your financial advisor for a long time, and feel loyalty. They might be a personal friend, or someone who’s coached your kids in soccer. Maybe your parents worked with them, or working with them just feels easy because, let’s face it, who wants to go through the hassle that you’ve heard comes along with switching your financial advisor?
Inertia, unfortunately, feeds the big firms of the financial industry. They know how uncomfortable this can be, and they bank on it. Literally.
At One Day In July, we believe in short-term discomfort for long-term gain. We believe in low fees, in transparency, in the word "fiduciary” being used the way it should be, and in you being the steward of your own money. We make financial advisor switches as smooth and streamlined as possible. Many relationship switches can be awkward. Isn't your health, wealth, and happiness worth a few awkward moments?
Get Started Today.
Saratoga Springs, NY Financial Advisor
73 Henry Street
Saratoga Springs, NY 12866
Vergennes, VT Financial Advisor
206 Main Street
Vergennes, VT 05491
Wayne, PA Financial Advisor
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
77 College Street #3A
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
Hanover, NH Financial Advisor
26 South Main Street #4
Hanover, NH 03755
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