Moneta Group - Dunston Financial Team

The Dunston team is a premier financial advising team. I have always felt comfortable having my financial future in the hands of the most competent, friendly, and compassionate financial advisors in Colorado. Youll spend a long long time finding somewhere better to go.
Jun 5th, 2023

My experience with Moneta has been unbelievably positive from the start. I came from a few bad experiences with other wealth management groups, and Im certain Ive 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 feeling, very snazzy and beautiful!
May 31st, 2023

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.
May 30th, 2023

Having a team of financial advisers gives me experienced guidance for financial success! Working with a smart, current group demonstrates a shared decisions for your greater outcome. Moneta Finance Advisors saved me from a history of friendly financial investors who were not! Financial advisors/ investors are a must before your hard earned financial gains are not making your future look strong! No useless emotions, not a betting game but solid grounded measured assurance and what your investments deserves for years to come! Your in great hands!
May 21st, 2023

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!
May 17th, 2023