1 hour
It will be easier for existing clients to reach out to us at the office at 970-530-0556 or email our office manager, admin@jimhelps.com to schedule an appointment. However, if you are trying to schedule an annual investment review, you may do that by completing the process listed below.
For CURRENT investment management clients. Each investment management client is entitled to one complementary account review per calendar year. Please use this option to schedule your investment review.