Locke Financial Services
Investment Management, 660 N Hicks Rd, Palatine, Illinois, 60067, United States, 1-10 Employees
Who is LOCKE FINANCIAL SERVICES
Locke Financial Services, Inc. specializes in financial planning and money management for individuals and pension plans for small businesses. For individuals, we manage our clients' portf...
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Headquarters: 660 N Hicks Rd, Palatine, Illinois, 60067, United States
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Date Founded: 1994
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6211
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Locke Financial Services
Answer: Locke Financial Services's headquarters are located at 660 N Hicks Rd, Palatine, Illinois, 60067, United States
Answer: Locke Financial Services's official website is https://lockefinancial.com
Answer: Locke Financial Services's revenue is Under $1 Million
Answer: Locke Financial Services's SIC: 6211
Answer: Locke Financial Services's NAICS: 523930
Answer: Locke Financial Services has 1-10 employees
Answer: Locke Financial Services is in Investment Management
Answer: Locke Financial Services contact info: Phone number: Website: https://lockefinancial.com
Answer: Locke Financial Services, Inc. specializes in financial planning and money management for individuals and pension plans for small businesses. For individuals, we manage our clients' portfolios and do not sell commissioned products. Business clients benefit from our personalized pension management. Individuals: We provide high-level investment management to the affluent investor, which was previously only available to wealthy individuals. Businesses: Personal service is provided to owners and employees to reduce cost, maximize tax benefits and offer the best return possible. Our pension plan products include: Individual Retirement Accounts (IRA), Simple IRA, Solo 401(K), SEP IRA, 401(K) for small businesses (includes Safe Harbor and New Comparability programs) and Profit Sharing Plans. Our investment approach is one that works to outperform the market while we provide our clients with highly consultative, personalized services. We tailor a plan for you that is specific to your financial needs - so you are able to retire in style.
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