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Jim Saulnier and Associates Contact Information

Jim and Chris work out of the offices of Jim Saulnier and Associates in Fort Collins, CO. For questions regarding retirement planning, please email either of them or request a complimentary consultation by filling out the form below.

Address

Jim Saulnier and Associates
506 East Mulberry Street
Fort Collins, CO 80524

 

Phone

970-530-0556

 

 

Schedule a Complimentary
Appointment with Jim Saulnier and Associates


We are currently scheduling Coffee and a Second Opinion meetings. Schedule a convenient morning or afternoon time to come in for a cup of coffee (or tea) and chat with us regarding your retirement concerns. We also work with clients outside of Colorado, so feel free to schedule a time to chat by phone. If you don’t find a day/time that works for you, please call the office at (970) 530-0556 and we may be able to schedule an appointment that is more convenient for you. Please be advised, however, that if you need an answer to your retirement questions this year, we cannot promise delivery of your analysis as you may have to be placed at the bottom of the current queue. 

*Potential clients interested in asset management, life or long-term care insurance, or annuities will be onboarded as usual.

* Designates required fields. Please complete all required fields before submitting this form.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.