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Elderado Financial Inc

4.8

About this business

Specialties Fee-only financial planning and investment advising. History Established in 1998. Jim Elder and his wife Janet started this business in 1998. Meet the Business Owner Jim E. Business Owner When Jim sold his solar energy firm in 1993, he decided to begin a second career in the financial services field. Jim and his wife Janet founded their financial advising firm. 

Location details

1100 S Townsend Ave, Montrose, CO, 81401, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.817 reviews
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Cailin Brown's profile image
Cailin Brown 
on Google
2 days ago

Elderado Financial has taken care of my parents financial affairs exceptionally well and now their team is helping me as well. They are well informed and professional and always quick to help. I would suggest their financial advice to anyone who is looking for a team that cares and is extremely knowledgeable in the field. Stellar team  

Sarah Guinan's profile image
Sarah Guinan 
on Google
2 weeks ago

Jim and his staff have helped us for years, and they provide the best service, keep us informed, and are the most incredible team. I couldn't recommend more highly - Elderado Financial is the way to go. 

Tim Heavers's profile image
Tim Heavers 
on Google
a month ago

I never realized how important it was to be able to have a local financial advisor. The team at Elderado Financial is always available and quick to answer questions or concerns. The educational seminars and social events add an important dimension to investing by sharing ideas with other clients. Great service all around. 

Bonnie Eggan's profile image
Bonnie Eggan 
on Google
10 months ago

My husband and I moved to Montrose and were looking for a financial team to answer questions and take care of our investments. I was referred to ElderAdo and after reading all the reviews on them and their competitors, we made an appointment with ElderAdo and have been very happy with every aspect of the financial advising and their caretaking of our investments. We don't just feel like a client, we feel like we are part of the ElderAdo family of folks who are working together to help make our life now and in the future more... read more

Katharine Wang's profile image
Katharine Wang 
on Google
a year ago

I received a fantastic service. Jamie and her team are polite, professional, and everything was explained in detail. I will gladly recommend this company to friends & family. 

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Frequently asked questions about Elderado Financial Inc

How is Elderado Financial Inc rated?

Elderado Financial Inc has a 4.8 star rating with 17 reviews. 

When is Elderado Financial Inc open?

Elderado Financial Inc is closed now. It will open tomorrow at 9:00 a.m. 

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