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ELDERADOFINANCIAL.COM

Financial Advisor, Montrose, CO

Elderado Financial, Inc. is a fee-only financial advisor located in Montrose, Colorado.

http://www.elderadofinancial.com/

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CONTACTS AT ELDERADOFINANCIAL.COM

Elderado Financial

Jim Elder

1100 S.●●●●●●●end Ave

Mon●●●ose , CO, 81401

US

1.97●●●●9900
ji●@elderadofinancial.com

View this contact

Elderado Financial

Jim Elder

1100 S.●●●●●●●end Ave

Mon●●●ose , CO, 81401

US

1.97●●●●9900
ji●@elderadofinancial.com

View this contact

Elderado Financial

Jim Elder

1100 S.●●●●●●●end Ave

Mon●●●ose , CO, 81401

US

1.97●●●●9900
ji●@elderadofinancial.com

View this contact

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Financial Advisor, Montrose, CO | elderadofinancial.com Reviews
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Elderado Financial, Inc. is a fee-only financial advisor located in Montrose, Colorado.
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Financial Advisor, Montrose, CO | elderadofinancial.com Reviews

https://elderadofinancial.com

Elderado Financial, Inc. is a fee-only financial advisor located in Montrose, Colorado.

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1

Elderado Financial, Inc. | Financial Planning

http://www.elderadofinancial.com/component/content/article/50-financial-planning-elderado-financial-montrose-investment-management.html

Wednesday, August 24 2016. Your Life Vision,. Personal and responsive attention. A holistic view in delivering financial services. Steps to evaluate financial planners. It is a wise idea to interview different financial planners to see who may be the best fit for your needs. Here are a few links to help you get started with the financial planning process and help in finding an advisor that you can trust:. 10 Questions to Ask a Financial Planner. Consumer Guide to Financial Self-Defense.

2

Elderado Financial, Inc. | Holistic Planning

http://www.elderadofinancial.com/montrose-colorado-investment-management-services/financial-planning-holistic-planning-montrose-financial-advisor.html

Wednesday, August 24 2016. Your Life Vision,. What is holistic planning? How a Financial Planner can help. You may be considering help from a financial planner for a number of reasons such as planning for retirement or your children’s or grandchildren's education, looking to minimize estate taxes, investing in a cause you believe in or simply to have the peace of mind that you're on track. Your financial future, achieving your goals and safeguarding the financial needs of your family and your retirement.

3

Elderado Financial, Inc. | Forms

http://www.elderadofinancial.com/resources/elderado-financial-forms.html

Wednesday, August 24 2016. Your Life Vision,. Providing us with the questionnaire listed below will help us learn more about you including what is important to you and your family so that we can customize our services to your needs. Also in this list are documents that further describe our policies and procedures. Financial planning and investment management). Form ADV Part 2A and 2B. Completed forms and other financial information can be emailed to: info@elderadofinancial.com.

4

Elderado Financial, Inc. | Who We Serve

http://www.elderadofinancial.com/montrose-colorado-investment-management-services.html

Wednesday, August 24 2016. Your Life Vision,. We serve clients who desire a long-term working relationship rather than one-time transactions. Our clients would rather devote time to personal pursuits and let us make their complex financial world more manageable. Our clients depend on our team's creativity, thorough planning, investment advice, and attentive service to help put their minds at ease regarding their financial future. Our services include a variety of clientele including:.

5

Elderado Financial, Inc. | Elderado news, articles & web links

http://www.elderadofinancial.com/resources/news-a-weblinks-articles-montrose-financial-planner-elderado-financial.html

Wednesday, August 24 2016. Your Life Vision,. Elderado news, articles and web links. Recent Elderado Financial News. Elderado Financial is Expanding. Montrose Daily Press Article - Financial Advisor Magazine Recognition. Colorado's PERA and its long road to recovery. Maximizing your company's retirement plan. Dance with the one that brung ya. Don't put all your eggs in one bracket. The next peak - finding fulfillment in retirement. AIP - International Association of Advisors in Philanthropy.

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Financial Planners | Recommendations

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Loan Center & Calculator. International Buyers Looking for a Colorado Home. CPA & Tax Help. The people and companies listed below provide a wide range of products and services. Some work with high net worth individuals and business owners. Others are willing to work with people who have more modest savings or investments. Some are fee based while others are commission based. Some are focused on investment products while other are focused on insurance products. Looking for a good investment? Kerry Walker,...

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Planning for Stewardship | Frequently Asked Questions

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Wednesday, August 31 2016. Please click the questions below to discover the answers. What separates us from other financial advisors? We are set apart from other advisors by following a biblical foundation while providing you financial advice. We are also different from other financial firms in many beneficial ways:. We offer a wide range of investments so that we can find what is most suitable for your needs and use a discount broker to save you money. What does being a Fiduciary mean? A fiduciary is an...

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Prestige Advisors | Frequently Asked Questions

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Wednesday, August 31 2016. Please click the questions below to discover the answers. What separates us from other financial advisors? We follow a biblical foundation while providing you financial advice. We are also different from other financial firms in many beneficial ways:. As a family business partnered with strong financial services companies in the industry, we believe that you get the best of both worlds: financial strength and individual, personal attention. What does being a Fiduciary mean?

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