In Vermont Retirement Planning, it is not true that "all financial advisors are the same." We would like to point out important differences between One Day In July LLC and other investment management firms.
It is common that a new client looking for Vermont retirement planning will bring in statements and we will see many high-fee mutual funds, annuities, and other instruments in their accounts.
If you are looking for Vermont retirement planning please contact us to do a free consultation via phone or in person at one of our Vermont locations in Burlington or Shelburne. We are also available for meetings in Stowe, Vermont, Rochester, Vermont and the surrounding areas.
By using index funds and charging low fees, we will quickly and efficiently improve your retirement planning. We would love to have you on board!
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.