The people and companies listed below provide a wide range of products and services.
- Some work with high net worth individuals and business owners. Others are willing to work with people who have more modest savings or investments.
- Some are fee based while others are commission based.
- Some are focused on investment products while other are focused on insurance products.
Our recommendation is to visit their web sites or call them to discuss your needs. It is important to select an advisor that you can connect with, and will be focused on the type investments you are looking for. Tell them Don and Terri Opeka at Orion Mortgage, Inc. recommended them, and let us know how they served you.
Looking for a good investment? We can help you finance your home or investment property! Contact us today to get the answers to your questions!
Elderado Financial, Inc.
1100 S Townsend Avenue
Montrose, CO 81401
“Jim Elder is the founder and principle of ElderAdo Financial, Inc. His primary role is to formulate investment policy for the firm’s clients, assist clients with financial planning to achieve their goals, and monitor client’s progress. Mr. Elder advises on estate planning, asset protection, and strategies for managing a family’s wealth. Elder recently authored a financial book titled “WealthCare”, a 285 page hardcover book providing practical information and solutions for today’s complex financial field. He was editor of a periodic publication titled “Dollars and Sense” and founded the “Financial Health Fair”, a 501(c)3 Colorado Non-Profit Organization to educate the Denver, Colorado community on financial principles. Along with his wife Janet, Jim hosted the financial portion of the television program “Living for Tomorrow” on the Daystar Network, 1995 – 1998. Mr. Elder conducts numerous financial seminars and is active member of Rotary International.”
“Elderado Financial, Inc. is a Wealth Management company helping clients manage all aspects of their personal investments and finances. We serve as your liaison to all issues relating to your financial well being. We are here to help simplify your financial picture, and save you time and money in dealing with your investments. We work strictly on a fee-only basis, where we make specific investment recommendations based solely on your needs, circumstances and goals. We don’t get paid commissions based on transactions. Nor do we accept any kickbacks from other professionals that we may refer clients to. Our clients are a select group of individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves.”
Nancy Clark – Edward Jones
799 US Hwy 287, Ste E
Broomfield, CO 80020
Bardie Wolfe, CFP®, Peak Financial Management
Danielle Howard – CFP®, Wealth by Design
Chris McGlade – Edward Jones
2452 Patterson Rd #305
Grand Junction, CO 81505
J. Lynn Hinds – Lighthouse Financial, LLC
360 Interlocken Blvd, Ste 101
Broomfield, CO 80021
“Team Focus: Comprehensive planning, wealth management, retirement distribution strategies, charitable planning.
For more than a quarter century, Lighthouse Financial, LLC, has assisted families and businesses in weathering financial storms. Using our Lighthouse Financial Pathway Program, we engage in a comprehensive process to evaluate individual and family needs, values and goals. Then, our team of planners designs the right planning and investment solutions, with strategies that are understandable and workable. The Lighthouse proprietary investment strategy reduces risk and increases opportunities for growth in an ever changing market environment. Lighthouse has an unwavering commitment to provide personalized solutions – with complete confidentiality that enables our clients to realize their long term financial goals.”
Kerry Walker, ChFC, CLU- Business Owner Solutions