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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Comprehensive Financial Planning |
$1000 - $3000
Call to Book
|
Retirement Planning |
$500 - $2000
Call to Book
|
|
Investment Analysis |
$300 - $1000
Call to Book
|
|
Investment Management | Portfolio Management |
$500 - $1500
Call to Book
|
Risk Assessment |
$200 - $600
Call to Book
|
|
Asset Allocation |
$300 - $800
Call to Book
|
|
Retirement Services | Retirement Account Setup |
$200 - $500
Call to Book
|
Social Security Optimization |
$300 - $700
Call to Book
|
|
Withdrawal Strategy Development |
$300 - $600
Call to Book
|
|
Tax Planning | Tax Strategy Consultation |
$200 - $500
Call to Book
|
Tax Efficiency Analysis |
$300 - $700
Call to Book
|
|
Retirement Tax Planning |
$250 - $600
Call to Book
|
The Moneta-Dunston Financial Team, a fee-only independent financial advisor, is situated in Denver, Colorado. Our firm offers fee-based wealth management and financial planning services to Front Range clients. Moneta is a private client-focused wealth advisory firm that provides customized wealth management solutions and an extraordinary level of care and dedication with a personal touch. Our clients never have to worry about sales-based brokerage or bank model conflicts of interest. We know the effort it takes to get where you are. Moneta has no other clients. This is the best you can get. We love our clients, and products are never sold. We exist to meet your goals for life.
 
Lynn and his company are praised by numerous customers for their friendly and helpful customer service. Many clients thanked them for their courteous consumer financial planning assistance, saying that they helped them make critical long term investments for their families. Many customers praised Dunston Financial Group for having great analytical and recommendation abilities. There was a common praise for the reliability and ease of working with Lynn and his staff. Lynn's long term clientele show that Lynn provides quality recommendations and his business stands the test of time. Lynn and his team were described as friendly and compassionate by many customers.ammuassmmauy throughout the evaluations, and were even moved to tears by their personalized suggestions.olly The vast majority of customers are pleased with Dunston Financial Group. The clientele is diverse and widespread, with residents of Colorado, New York, and other states posting positive reviews. The customers mostly learned of the company through a free online search, conference, or word of mouth means. The company has rendered many new clients so satisfied that they are now referring it to others; some even say they have recommended it to all their friends and family. DrPAS andhis customers are always happy and willing to suggest that the company be used for any financial advice because they have been pleased with its services for many evaluations. The company has more good comments than bad, as written by a satisfied customer说
 
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