Professional teamFriendly servicePersonalized adviceExtensive experienceComprehensive planningFiduciary responsibilitySupportive guidanceLong-term relationshipClient-focusedEasy to work with
About this business
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.
Reviews Summary
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
Frequently asked questions
6 questions
What do Moneta - Dunston Financial Team clients say about their financial planning services?
Clients frequently praise the team for their comprehensive financial planning, highlighting their ability to assess individual situations thoroughly and provide valuable insights. Reviewers appreciate the personalized approach and the team's commitment to understanding their goals.
Does Moneta - Dunston Financial Team offer retirement planning services, and how do clients feel about them?
Yes, they offer retirement planning services. Clients express confidence in the team's expertise, noting their thorough assessments and strategic advice, which have helped many prepare effectively for retirement.
What services does Moneta - Dunston Financial Team provide?
Moneta - Dunston Financial Team offers a range of services, including Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Portfolio Management, Risk Assessment, Asset Allocation, Retirement Account Setup, Social Security Optimization, Withdrawal Strategy Development, Tax Strategy Consultation, Tax Efficiency Analysis, and Retirement Tax Planning.
What are the business hours for Moneta - Dunston Financial Team?
Their hours are as follows: Monday: 8:00 AM - 5:00 PM | Tuesday: 8:00 AM - 5:00 PM | Wednesday: 8:00 AM - 5:00 PM | Thursday: 8:00 AM - 5:00 PM | Friday: 8:00 AM - 5:00 PM | Saturday: Closed | Sunday: Closed.
Who leads the financial planning efforts at Moneta - Dunston Financial Team?
The team is led by Lynn Dunston, who is recognized for his extensive knowledge and experience in financial planning, earning client trust through his professional and supportive approach.