Moneta Group | St. Louis Investment Advisors S Brentwood Blvd, St. Louis

Moneta Group | St. Louis Investment Advisors Reviews

• G

  Greg Arthur
  5

  My wife and I approached the Moneta group to expand our investment portfolio. We found them to be professional, efficient and highly responsive. We are more than happy and would recommend Moneta to anyone looking for a personalised solution.

• J

  John Smith
  5

  Been with Moneta Group for over a year now and I'm very happy with the level of service and support I'm receiving. They've got personal advisors to guide you through the whole process and are very proactive in their approach.

• J

  Jack Davis
  1

  I gave a senior partner direct written instructions: "do not let my money go below ---" When it did he says to me: "I would never agree to that" I pointed out I did not need his permission he "worked for me" it was MY money. Next his partners call me in I am stuffed in a room with 7 other men and told: "this is your fault" we did nothing wrong. Enter their lawyer. But wait there is more: They tell me to move my money from a bank trust account to their new bank friend trust account. What they left out was when you move your money we get a commission. That sure looks like a breach of fiduciary duty. My loss about 700k. Buy laddered treasuries and index funds costs less and in the end you will have more. These guys are not smarter than you!

• A

  Alice Chrystal
  5

  Very professional, knowledgeable and transparent with what they can and cannot do. Was recommended by a friend and I was initially a bit hesitant but must the team at Moneta have proved me wrong.

• L

  Lara C
  5

  Great company to work with. Very professional and honest. Couldn't be more happier with my investment performances.