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 CompaniesNAICS Code 52 CompaniesNAICS Code 523 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
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.
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