Transparent Wealth Consulting, LLC - Lakeville (NY)

Patrick Donnelly My wife and I cannot say enough great things about Gary Anastasio. The most important thing is that Gary always gets back to you if you have a question. He is a very intelligent person who knows the Financial Business very well. If you’re looking for a Financial Professional, give Gary a call. You won’t be sorry you did.

Thomas Charland Applied for loan online One Main Financial Plattsburgh which was extremely easy to navigate, then followed up in person to complete documents. Tammy assisted me and was a pleasure to work with. Would definitely go back if needed.

Samantha Cross Does my taxes every year. Friendly staff and great service

Anthony Tubolino My agent Kyle went out his way to help our business and family save money

K. C. There are case workers who always show they care and ones who care, but are overworked. One must remember these important workers deal with a lot of stress and I am sure that takes its toll. My pipes burst and I went through a whole tank of gas. I was really distraught and the Supervisor approved extra HEAP assistance. This year my heater is not working and Doug, the director of HEAP made sure it was serviced. He then directed me to a program that could help me with a thermostat. I cant imagine how stressful it is for these workers right now with the pandemic. As a disabled person, I am thankful for them.

Scott A I wouldnt trust these people with my lunch money

Daniel Ramsey I’ve known Michael Hardy personally for several years and I appreciate is his honesty and integrity. So, I had no hesitation in moving my retirement portfolio to the Ocean Wealth Group as my employer’s digital Advisory Firm offered limited and self-directed retirement investment options. In contrast, the Ocean Wealth team offers personal service and greater flexibility in building my diversified portfolio that better aligns with my goals, especially during this increasingly destabilizing global economy. If you seek a hands-on personalized approach to financial and investment planning, look no further. Michael Hardy and the Ocean Wealth Group are personable, extremely thorough, trustworthy and knowledgeable, and I whole heartedly recommend them to anyone.

Amanda Malley Best Google search I have ever found! Jim and his team did an exceptional job with helping me after my mom passed away with all of financial records made things very easy and a smooth transition. Everyone in the office is very helpful and very trustworthy if you have a question or concern they are very willing to help solve your problem in an instant. I highly recommend to stop by their office or give them a call you wont be disappointed