To enhance our service delivery, we will be streamlining internal processes to ensure greater efficiency and effectiveness. We are implementing dedicated time slots specifically tailored for either in-person or virtual Zoom sessions with our investing and/or financial planning clients. That being said, sometimes urgent matters do not follow a set schedule, so please reach out to us via phone or text during these situations.
Investment Client In-Person/Zoom Meeting Times:
Tuesday through Thursday 9:00am-3:00pm MT
Financial Planning Client In-Person/Zoom Meeting Times:
Tuesday through Thursday 11:00am-4:00pm MT
Friday 10:00am-1:00pm MT
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.