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Registered Investment Advisor

Financial Planning, Investments, Insurance, and Wealth Management

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    Commonly Used Forms

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    Address Change

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    NFS Wealthscape Online Access

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    American Funds Online Access

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    Nationwide Monument Advisor Prospectus

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    NFS Wealthscape Mobile Check Deposit

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    NFS Deposit Instructions via check

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    NFS Deposit Instructions via wire

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    NFS 401(k) Rollover Instructions

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    NFS Wire Request 

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    NFS Journal Request

    (970) 409-4466

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    Zidel Financial, Inc.

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    Mailing Address:

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    Zidel Financial, Inc.

    P.O. 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.