Schedule Appointment with Jim Saulnier and Associates

Loading...

(GMT-6:00) Mountain Time change

Thank you for clicking on the Jim Saulnier & Associates, LLC online calendar.

Please select at date and time that works for you. If you have trouble working our online calendar, please call the office at (970) 530-0556 and our staff will be happy to assist you.

Please click the black button below once you have you have selected your desired appointment and set your time zone to view our calendar.

Quantity:

Annual Investment Account Review (Existing Clients)

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, brett@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.

Investment Management Initial Phone Call

30 minutes

Retirement Planning Initial Phone Call

30 minutes

Continue »

« Change

Name * (required)

First Name * Last Name *

Phone * (required)

Email * (required)