Contact | EDR Financial

top of page

Home
About Us
Dale Roo
Colette Roo
Dale Roo
Colette Roo
Services
Retirement Planning
Tax Strategy / Roth Conversion
Income Planning
Asset Protection
Estate & Legacy Planning
Retirement Planning
Tax Strategy / Roth Conversion
Income Planning
Asset Protection
Estate & Legacy Planning
Who We Help
Pre-Retirees
Retirees
Business Owners
High Net Worth Individuals / Families
Pre-Retirees
Retirees
Business Owners
High Net Worth Individuals / Families

Schedule A Consultation

Mountain Landscape in Montana

Schedule a Consultation

Bison in the forest illustration

Let's Connect

(406) 249-9150
dale.roo@edrfinancial.com

495 US-93
Eureka, MT 59917

First name*

Last name*

Email*

Phone*

What service are you interested in?*

Message

(406) 249-9150

495 US-93, Eureka, MT 59917

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Privacy Policy | Privacy Manual | Privacy Notice

© 2026 by Hyper Digital Marketing. Built on Wix Studio

Home
About Us
- Dale Roo
- Colette Roo
Services
Who We Help

bottom of page