About Moneta Group - Dunston Financial Team Denver
Moneta Group - Dunston Financial Team is a premier financial advisory firm in Denver, CO, offering personalized wealth management solutions with a high level of care. As a fiduciary, fee-only firm, they prioritize clients' interests, providing a boutique-style approach to wealth management. The team, led by experienced professionals, takes a comprehensive approach to financial planning, including estate, tax, philanthropic, family business, and investment planning. Clients praise the team's professionalism, friendliness, and expertise, feeling confident and relaxed with their financial situation. With a focus on personalized service, Moneta Group - Dunston Financial Team provides a unique and intimate experience, setting them apart from larger firms. Their office is professional and beautifully appointed, making clients feel comfortable and at ease.
I've been working with Moneta now for over 2 years now. A fantastic wealth management firm, Lynn and his team welcomed us in and quickly provided a plan for our complex financial situation. They checked our goals and reviewed everything and set us on the right track financially and then started ensuring that our estate planning was in good shape. The team has been wonderful to work with and we've been relaxed ever since and confident that Moneta is taking care of us.
Lynn and the Dunston team not only made me comfortable with my financial situation but conduct themselves in a highly professional and friendly manner, I always look forward to meeting with them!
My experience with Moneta has been unbelievably positive from the start. I came from a few bad experiences with other wealth management groups, and I’m certain I’ve found the spot to be. Lynn is insanely knowledgeable, intelligent, and transparent when it comes to everything to do with your finances. You immediately feel you can trust him, too. I have nothing but good things to say about him and this group. If you prefer boutique style, which is so much more intimate and personal to your specific needs, over joining a massive group that looks at you as just another number in their clientele, Moneta is the choice for you, for sure! Plus, their office is very professional...read full review