One of the most common concerns we hear when a client approaches us about Vermont investment management is that "financial advisors all seem the same." We would like to draw attention to some fundamental differences between One Day In July LLC and other Vermont investment management firms.
It is common that a new client looking for Vermont investment management will bring in statements and we will see many high-fee mutual funds, annuities, and other instruments in their accounts. This is a practice we make an effort to end.
If you are looking for Vermont investment management we encourage you to contact us for a free consultation with a financial advisor via phone or in person at one of our Vermont locations in Burlington and Shelburne. We are also available for meeting in Stowe, VT, Rochester, VT and the surrounding areas.
By using index funds and charging low fees, our financial advisors aim to improve the state of investment management in Vermont.
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Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
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