James Cohen, Financial Advisor - Jcohen Financial

South Burlington, Vermont

Wealth Enhancement Group is an investment advisory firm in South Burlington, Vermont. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Burlington, Vermont

Raymond James & Associates is an investment advisory firm in Burlington, Vermont. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Burlington, Vermont

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Burlington, Vermont. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Montpelier, Vermont

One Day In July Financial Advisors is an independent, fee-only fiduciary firm in Montpelier, Vermont that specializes in retirement planning and investment management. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets custodied at Charles Schwab. As fee-only advisors, the firm receives compensation directly from clients and does not accept product commissions or revenue-sharing arrangements. The firm emphasizes transparent pricing, tax-conscious investing, and personal advisory relationships rather than algorithmic or outsourced management.