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Become a Client

If you would like a complimentary review of your financial situation and would like to start the process of becoming a client, please review the following.  

*Please note that our client minimum is $100,000 or more in assets to invest.

 

    • Questionnaire  -  Please print and complete as much as you are able.

    • ADV -  Review to learn more about our firm in this legal disclosure of our investment practices.

    • New Client Folder -  Contains the initial documents to start the process of becoming a client.

 

Feel free to contact us with your questions:

 

Call Us:

Toll Free: 877-422-4770
Local: 970-249-9900

 

Email Us:

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Mail Us:

Elderado Financial
1100 S. Townsend Ave.
Montrose, CO  81401
 

Wealth Management

A biblical foundation for managing your wealth  

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Financial Planning

To plan for what's best for you and your family in light of now and for eternity.

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