Elderado Financial Inc

  • Financial Services
  • Montrose CO
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
1100 S Townsend Ave., Montrose CO
Website
elderadofinancial.com
Phone
(970) 249-9900
Employees
10
Founded in
1998
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Elderado Financial Inc

Elderado Financial, Inc. is a fee-only financial planning and investment management company based in Montrose, Colorado. With a team of 10 employees, Elderado Financial serves clients throughout the region, including the towns of Ouray, Ridgway, and Telluride. The company offers a range of financial services designed to help individuals and businesses achieve their financial goals. Their services include creating and managing comprehensive financial plans, providing investment advice, and assisting with retirement planning. Elderado Financial specializes in managing various account types, such as Taxable Investment Accounts, Trust Accounts, IRAs, Roth IRAs, and company retirement plans including 401(k)s and 403(b)s. Elderado Financial differentiates itself by operating on a fee-only basis, meaning they do not accept commissions or sell investment products. This structure eliminates potential conflicts of interest and allows them to prioritize their clients' best interests. The company emphasizes a relationship-driven approach, taking the time to understand each client's unique goals and challenges before developing tailored solutions. Clients can reach Elderado Financial through their website at elderadofinancial.com.

Elderado Financial Inc Industry Tags

Financial Planning
Retirement Planning
Investment Management
Portfolio Management
Financial Advisor
Fee-Only Advice
401(k) Rollover Specialist
Financial Services
Financial Advisory Services
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Elderado Financial Inc Tech Stack

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FAQ

What is the location of Elderado Financial Inc's headquarters?
The headquarters of Elderado Financial Inc are situated at 1100 S Townsend Ave., Montrose CO
What is Elderado Financial Inc's phone number?
Elderado Financial Inc's contact number is (970) 249-9900.
What is Elderado Financial Inc's official website?
The official website of Elderado Financial Inc can be found at elderadofinancial.com.
What is Elderado Financial Inc's current revenue?
As of November 2019, Elderado Financial Inc's annual revenue reached $1B.
How many employees does Elderado Financial Inc currently have?
Elderado Financial Inc employs approximately 10+ people as of November 2019
Which industries is Elderado Financial Inc primarily operating in?
Elderado Financial Inc operates in the following industries: Finance, Credit
What are Elderado Financial Inc's industry tags?
Elderado Financial Inc's industry tags include: Financial Planning, Retirement Planning, Investment Management
When was Elderado Financial Inc founded?
Elderado Financial Inc was founded in 1998.

Employee Directory

Key Employees

Nathan Manes

Financial Advisor

Phone Email

Jim Elder

Chief Financial Officer

Phone Email