Schedule Appointment with Jim Saulnier and Associates

Loading...

(GMT-6:00) Mountain Time change

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

If you have trouble with the calendar, please call the office at (970) 530-0556 and our staff will be happy to assist you.

Please click the black button below to set your time zone and view our calendar, then select a date and time.

Attention: Tax Planning Clients:

If you are interested in our tax preparation or advanced tax planning services, you cannot schedule that meeting from this website. We must first speak to you about your unique tax situation to ensure our firm can assist with your tax needs. Please reach out to us at 970-530-0556 or email admin@jimhelps.com and let them know you are interested in speaking with one of our in-house CPAs about your tax planning needs. If after that phone call, we feel we can help you, an introductory meeting will be scheduled.

Investment Management Initial Phone Call

30 minutes

This call will discuss and determine whether our asset management philosophy appropriately matches the asset management services you are looking for.

In the appointment confirmation email, you will receive links to three recordings/videos that you are REQUIRED to watch/listen to before this call. You will also receive a link to fill out a online questionnaire that we will review before holding your call. This is also REQUIRED. Thanks and we look forward to chatting!

Continue »

Name * (required)

First Name * Last Name *

Phone * (required)

Email * (required)