Elderado Financial, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances for clients in the Montrose Colorado area. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your investments.
We cater to those investors who don't want the responsibility of managing their own investment portfolios. And because each of our clients has different risk tolerances and expectations, we customize each portfolio to match individual needs and circumstances. We are a wealth and investment advisor which manages investment portfolios for taxable investment accounts, retirement accounts and company retirement plans for Individuals and Businesses.
We work strictly on a fee-only basis, where we make specific investment recommendations based solely on your needs, circumstances and goals. We don't get paid commissions based on transactions. Nor do we accept any kickbacks from other professionals that we may refer clients to. This eliminates any conflicts of interest, and puts us on the same side of the table with our clients. Too many investors allow commission sales reps to manage their investment affairs. This can be hazardous to your financial well being. And we aim to eliminate that disadvantage for all our clients!
We offer concise portfolio solutions, drawing on the experience and insight of the best asset management firms in the country, and provide an exclusive range of financial services engineered to meet your individual needs. An ElderAdo Financial Planner focuses on relationships—not products. Before presenting ideas, we listen—working with you to analyze your specific goals and investment challenges. Only after we identify your comprehensive financial needs do we implement our expertise, delivering succinct strategies that allow you to realize your goals.
We pride ourselves on an unwavering commitment to integrity, stability, long-term relationships, and the highest standards of service and performance.
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