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One Day In July - Vermont Financial Advisors
- Investment Service
- Burlington, VT
About this business
As financial advisors, we invest using low-cost, diversified index funds. One Day In July is committed to low, transparent fees for our clients. We are an independent investment firm. Our financial advisors are fiduciaries on all accounts for all clients. Contact us today for a free consultation. We service clients across the country from our three New England offices.
Location details
77 College St #3A, Burlington, VT, 05401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We switched from one of the larger financial advising companies to One Day in July when we got tired of being sold insurance products that were supposed to be "tax loopholes" when really the advisors were getting kickbacks. At the same time we saw the ODIJ ads about being fiduciaries. We started working with Chris and he has been wonderful! He has such a pleasant demeanor and is always there when we have questions. This is the type of company where it's obvious they care about their clients. We hope to continue working with ... read more
Saw the review about not getting a call back and thought it was a one off...had the same experience. I will take my money elsewhere ......... I posted the above. Upon seeing the review had an almost immediate call back. They called the store where I work and I didn't get the message and the email went to Spam.
Dan and his team at ODIJ are great to work with. Excellent communicators, honest advice and solid returns. My family could not recommend them more.
We just moved from out of stste. I was looking forward to working with One day in July....My wife and I both have our 401ks, Roth IRA and we have an irrevocable family trust to manage...... I called the Rutland office, spoke to Carrie and never heard from anyone again.
Frequently asked questions about One Day In July - Vermont Financial Advisors
How is One Day In July - Vermont Financial Advisors rated?
One Day In July - Vermont Financial Advisors has a 4.3 star rating with 6 reviews.
When is One Day In July - Vermont Financial Advisors open?
One Day In July - Vermont Financial Advisors is open now. It will close at 5:00 p.m.
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