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Become a Client

 

If you would like a complimentary review of your financial situation from a Christian perspective and would like to consider 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 Part 2A & 2B -  Review to learn more about our firm in this legal disclosure of our investment practices.

 

Feel free to contact us with your questions:

 

Call Us:

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

Email Us:


info@ElderadoFinancial.com
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Mail Us:

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