Invest-In Services

SpecialtiesAt Transparent Wealth Consulting LLC, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Put another way, we're Wall Street-forged, but Main Street-focused. Based in Lakeville and Victor, New York, we have served clients across the country since 1978. We specialize in helping affluent individuals, families, and business owners take command of their financial future with comprehensive, tax-minimizing wealth strategies. As a defining feature of our firm, we have eliminated the middle men such as broker dealers, banks, and third-party money managers. While the majority of advisors use outside agencies to oversee their clients' wealth, every aspect of our clients' plans is managed in-house. We report exclusively to you. This streamlined process ensures ultimate privacy and unshakable confidence in your future. Please also note our location at: 100 Cobble Creek Road Victor, NY 14564

Knapp Colleen is a Lakeville-based investment services company that aims to help individuals build wealth through investing. With a focus on providing knowledge and guidance, they offer a beginner's guide to investing, covering the basics and common pitfalls to avoid. They also stay up-to-date on the latest trends and innovations in forex trading, providing valuable insights for traders looking to navigate the evolving landscape of the industry. With a wide range of investment services available, Knapp Colleen helps individuals make the most of their money by offering strategies and tools for beginners to get started in forex trading. They emphasize the importance of investing wisely and provide information on different types of investments, helping clients make informed decisions. Their goal is to assist individuals in maximizing their returns and achieving financial success.Generated from the website

As a Personal Financial Representative in Lakeville, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service...