Company Overview
- Headquarters
- Arvada CO
- Website
- dotmechtenberg.com
- Employees
- 3
- Founded in
- 1970
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Dot Mechtenberg
Dot Mechtenberg is a Wealth Management firm based in Arvada, Colorado. The company is small, employing 5-9 people, and generates \$2.5 million in annual revenue. Dot Mechtenberg has specialized in Wealth Management for 45 years, providing personalized guidance to individuals seeking to achieve their financial and retirement aspirations. Dot Mechtenberg offers a comprehensive range of services, including retirement planning, financial planning for Baby Boomers, and strategies for managing 401ks and 72(t) accounts. The firm caters to a diverse clientele, with a particular focus on serving the Police and Firefighter community through specialized workshops and financial education programs. As a leading expert in the field, Dot Mechtenberg is the exclusive Financial Planning expert for the Haystack Help Radio Show and the Sportsman Of Colorado Radio Show, both airing on 560AM KLZ The Source in Denver, CO. Through these platforms, Dot Mechtenberg disseminates valuable insights and wealth management strategies to a wider audience. Dot Mechtenberg can be reached through their website at dotmechtenberg.com. Securities and advisory services are offered through Geneos Wealth Management, Inc., a member of FINRA/SIPC.
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3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
3M | 3 | Urban Honolulu, HI | ||
3M | 3 | Defiance, OH | 1995 | |
3M |