stars 1 stars 2 stars 3

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.

View Top Employees from Locke Financial Services, Inc.

Locke Financial Services, Inc. Questions

The Locke Financial Services, Inc. annual revenue was $654000 in 2024.

Alan Locke is the President of Locke Financial Services, Inc..

3 people are employed at Locke Financial Services, Inc..

Locke Financial Services, Inc. is based in Palatine, Illinois.

The NAICS codes for Locke Financial Services, Inc. are [5239, 523, 52, 52393].

The SIC codes for Locke Financial Services, Inc. are [62, 628].

Top Locke Financial Services, Inc. Employees

View Similar People
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups / month.
Search
Search over 700 million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers (business & personal).
High Performer Summer 2022 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2 RocketReach is a leader in Lead Intelligence on G2
talentculture2022
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users