welcome@mj-smith.com
Ph. 303-768-0007
M.J. Smith & Associates on FacebookMark Smith on LinkedIn

Click. Book. Meet. Scheduling An Appointment With Us Has Never Been Easier

Tom Jacobsen, MBA
May 23, 2019

You’re busy. We get it - and that’s why we’ve made another convenient way to schedule an appointment with us.


We appreciate how technology can play a role in enhancing your experience with us, so we try to incorporate new features when we feel it will be of value to you. To that end, we're excited to unveil a new section of our website that will help you schedule an appointment with your advisor at your convenience.


The new online scheduling feature walks you through the simple process to select and confirm a time with either Drew Harper, CFA, CFP®; Drew Barnes, CFP®; Alexa Kane, CFP®, CDFA™; Jacob Jaegle, CFP®; or Brittany Rice.


All timeslots are preset for 90 minutes, but depending on the content of your meeting, you may not require the full 90 minutes.


When it’s time for your next appointment, you’ll receive a convenient email reminder. One way to schedule this meeting is to simply click on the link in the email to proceed to the scheduling page. Here you can view all of the date and time options available and pick the meeting time that works best for you!


We encourage you to review and use the new online scheduling feature when you receive your next email reminder!

Thank you for your feedback!
Sorry - something went wrong. Please try again or call us at 303-768-0007.

Questions?

Contact Us
Patience, Grasshopper!

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read More
Doing Our Due Diligence

Do you ever wonder how we decide what investment options will provide the best opportunities for our clients? We follow a defined process and are able to leverage extensive research capabilities. In this post, learn about the process that goes into the investment selections we make for our clients..

Read More
Independence: Worth Celebrating!

As the 4th of July approaches, we are all reminded how important the concept of “independence” is. For our firm, independence has a special meaning.

Read More
Patience, Grasshopper!

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read more
The Team "Strayed" Away to Volunteer With International Hearing Dog

Read more
Patience, Grasshopper!

Investors often express anxiousness about investing in the S&P 500 citing its volatility. Yes, there is volatility, but here’s what we know to be true: many factors affect the stock market. It’s important to put down our microscopes and take a step back. What is the big picture telling us?

Read more

Receive all of our firm's resources as soon as they become available:

Thank you!
Your submission has been received.
Oops! Something went wrong while submitting the form. Please try again or email welcome@mj-smith.com
Raymond James Privacy Notice
This is some text inside of a div block.