ElderAdo Financial Employee Directory

Financial ServicesColorado, United States11-50 Employees

Elderado Financial, Inc. is a fee-only financial planning and investment management firm based in Montrose, Colorado. The company provides financial guidance and investment strategies tailored to individual needs, focusing on retirement planning, portfolio construction, and protection for dependents, while avoiding commissions and product sales to minimize conflicts of interest. Its services cover taxable accounts, trust and retirement accounts such as IRAs and Roth IRAs, and guidance on company retirement plans like 401(k)s and 403(b)s, emphasizing a relationship-driven approach that starts with listening to client goals. Positioned within the financial services industry, Elderado Financial emphasizes integrity, stability, long-term relationships, and high standards of service and performance. A recent development noted by the firm concerns addressing a breach involving Social Security numbers and providing guidance on protection measures for clients.

Find ElderAdo Financial employees' phone numbers or email addresses

ElderAdo Financial Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Africa
1

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  • Egypt
    1

ElderAdo Financial's Leadership

  • Stylized image of a person
    A. B.
    Executive Director
    Phone icon
  • Stylized image of a person
    م. ب. E.
    Accountant
    Phone icon

ElderAdo Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from ElderAdo Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Executive Director
    Phone icon
    Mar 13, 2026
  • Stylized image of a person
    م. ب. E.
    Accountant
    Phone icon
    United StatesVirginia
    Oct 16, 2024

Frequently Asked Questions

What is ElderAdo Financial known for?

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ElderAdo Financial was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 1100 South Townsend Avenue Montrose, Colorado 81401 United States; you can contact the main corporate office by phone at . Explore ElderAdo Financial's company overview page for more information.

What is ElderAdo Financial's most common email format?

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ElderAdo Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ElderAdo Financial email formats with LeadIQ.

How many employees does ElderAdo Financial have currently?

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ElderAdo Financial has approximately 11 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are ElderAdo Financial's key employees and leadership?

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As of June 2026, ElderAdo Financial's key employees include:

  • Executive Director: A. B.
  • Accountant: م. ب. E.

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