Moneta helps successful families, businesses, and individuals secure their current financial wealth and plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the resources, security and longevity of a large firm, but are still able to maintain the personalized attention our clients deserve. We have the freedom to leverage a large and diverse set of solutions so that we can customize plans for our clients' specific goals. Speak with a financial adviser today.

Website: monetagroup.com

Phone: (508) 713-9580

Cross Streets: Near the intersection of Mercantile St and Eaton Pl