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 help for an aging parent? Our Reverse Mortgage products can help them remain in their home. 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.”
Nancy Clark – Edward Jones
799 US Hwy 287, Ste E
Broomfield, CO 80020
EdwardJones – Nancy Clark
Bardie Wolfe, CFP®, Peak Financial Management
10901 W. 120th Avenue #135
Broomfield, CO 80020
Danielle Howard – CFP®, Wealth by Design
23300 Two Rivers Road
Basalt, CO 81621
Kerry Walker, ChFC, CLU- Business Owner Solutions
6870 W. 52nd Street
Arvada, CO 80002
Holly Chandler – Edward Jones
10850 Dover Street, #800
Westminster, CO 80021
Amanda Korth – WealthWave
11990 Grant Street, Suite 304
Northglenn, CO 80233
David Manley – Summit Financial Solutions
370 Interlocken Blvd., Suite 600
Broomfield, CO 80021