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Elderado Financial Inc
- Financial Services
- Montrose, CO
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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.
My wife and I deeply appreciated Jaimee's help. She was very professional and answered all our financial questions. She also provided us with a sense of direction in our financial situation. We would highly recommend ElderAdo financial to everyone. We also enjoyed having Doge (the official greeter,) around during our meeting.
Nathan was very kind and answered all my financial questions and gave me goals that are easy to achieve. He explained everything to me in a professional, yet very easy way to understand and I left feeling very excited for my financial future as a 22 year old! Whether you are 22, or 72, Nathan at ElderAdo Financial is your guy!
Nathan was super helpful and able to answer all my questions! Everyone in the office was very kind and helpful. I would recommend ElderAdo for all your financial planning needs.
Frequently asked questions about Elderado Financial Inc
How is Elderado Financial Inc rated?
Elderado Financial Inc has a 4.8 star rating with 14 reviews.
When is Elderado Financial Inc open?
Elderado Financial Inc is open now. It will close at 6:00 p.m.
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