Zidel Financial is a fee-only advisor that provides financial planning, investment advisory services, investment advisory accounts, investment management, estate planning, retirement planning, and tax planning.

(970) 409-4466

​

© 2019 by

Zidel Financial, Inc.

​

Zidel Financial, Inc.

PO Box 5830

Breckenridge, CO 80424

Zidel Financial, Inc. is a Registered Investment Advisor, offering advisory services in the States of Colorado, Florida, and New York, for Colorado, Florida, and New York residents.  Registered Investment Advisors may only transact business in a state if first registered there, or if they are excluded or exempt from state Investment Advisor requirements.  For residents of states other than Colorado, Florida, and New York applicable registration requirements or the applicable exemption must be determined prior to attempting to solicit or provide investment advice or services.  Investing involves risks, including the risk of principal loss. The strategies described do not ensure success or guarantee against loss.

Securities offered in part through LaSalle St. Securities, LLC, Member  FINRA / SIPC .  Investment advisory products offered through Zidel Financial, Inc, a Registered Investment Advisor.  Zidel Financial, Inc is not affiliated with LaSalle St. Securities, LLC