Elderado Financial

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1100 S Townsend Ave, Montrose, Colorado,...

Phone Number

(970) 249-9900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Elderado Financial

ElderAdo Financial is a wealth management and financial planning firm based in Montrose, Colorado, dedicated to providing personalized financial advice to families, individuals, small businesses, and retirees. As a fiduciary and fee-only firm, they prioritize their clients' best interests by offering unbiased, customized financial solutions. Their services include comprehensive financial planning, investment management, retirement planning, and wealth transition planning, ensuring clients achieve their financial goals. The firm is known for its community-oriented approach and commitment to educating clients about their financial futures.Explore more
Elderado Financial's Social MediaPopular SearchesElderado Financial IncElderAdo FinancialElderado AcresElderadofinancial.comElderAdo Financial - IncSIC Code 62,628NAICS Code 52,523Show more

Elderado Financial Org Chart

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Jim Elder, Chief Financial Officer at Elderado Financial
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Chief Financial Officer

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NM
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Financial Advisor

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JE
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Investment Advisor

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DC
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Financial Advisor

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JC
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Financial Advisor

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JA
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elderado Financial

<$5M
1-10
Private
-
1998
Jim Elder, Chief Financial Officer at Elderado Financial
Jim ElderChief Financial Officer
$8M
11-50
Private
-
-
SC
Scarlett CheAssociate Planning Analyst
<$5M
1-10
Private
-
2000
N/A
<$5M
11-50
Private
-
2007
SC
Spencer ChippingSenior VP, Business Development
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Elderado Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elderado Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elderado Financial.

Elderado Financial Tech Stack

A closer look at the technologies used by Elderado Financial

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Frequently Asked Questions Regarding Elderado Financial

What is Elderado Financial's official website?
Elderado Financial's official website is www.elderadofinancial.com
What is Elderado Financial's Revenue?
Elderado Financial's revenue is <$5 Million
What is Elderado Financial's SIC code?
Elderado Financial's SIC: 62,628
What is Elderado Financial's NAICS code?
Elderado Financial's NAICS: 52,523
How many employees does Elderado Financial have?
Elderado Financial has 1-10 employees
What industry does Elderado Financial belong to?
Elderado Financial is in the industry of: Finance, Securities Trading
What is Elderado Financial competition?
Elderado Financial top competitors include: Aquire Advisors, Connemara Group, GlobalNet Venture Partners, Canadian National Christian Foundation
What technology does Elderado Financial use?
Some of the popular technologies that Elderado Financial uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
Who is the CFO of Elderado Financial?
Elderado Financial's CFO is Jim Elder
How do I contact Elderado Financial?
Elderado Financial contact info: Phone number: (970) 249-9900 Website: www.elderadofinancial.com
What does Elderado Financial do?

ElderAdo Financial is a wealth management and financial planning firm based in Montrose, Colorado, dedicated to providing personalized financial advice to families, individuals, small businesses, and retirees. As a fiduciary and fee-only firm, they prioritize their clients' best interests by offering unbiased, customized financial solutions. Their... services include comprehensive financial planning, investment management, retirement planning, and wealth transition planning, ensuring clients achieve their financial goals. The firm is known for its community-oriented approach and commitment to educating clients about their financial futures.Read More

What are Elderado Financial social media links?
Elderado Financial Linkedin page Elderado Financial Facebook page
Is Elderado Financial a public company?
Elderado Financial is private company therefore does not currently have an official ticker symbol
See more information about Elderado Financial

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