Transparent Wealth Consulting, LLC - Lakeville (NY)

5 /5 Murphy John: I have always had a good experiance with TWC especially when it came time for me to attend college. Colleen has always done a great job of explaining the details and helping me understand my account. I know exactly where my money is, what I am investing in, and can access my account details at any time. This is such a safe and professional business and I would recommend to everyone.

5 /5 Henry John: As a soon-to-be college graduate, I can honestly say that I wouldnt be in the position I am without Transparent Wealth. Not only has Colleen done a great job managing my portfolio, she has also provided me with several tips to get the most out of every dollar. Communication lines are always open and I can check in on my accounts at any time. Professionalism and a client-first mentality are at the roots of Transparent Wealths business operations.

5 /5 Spencer John: Colleen at Transparent Wealth Consulting is a great person to work with! She has always given me good advice when it comes to financial decisions regarding my account. She also cares about her customers more than I believe any corporation could, which makes working with her an easy decision.