Based in Palatine, Illinois, Locke Financial Services is an investment management firm that specializes in investment management, with a specific focus on establishing and maintaining 401-K retirement plans.
In today’s complex world of investment opportunities, even the most knowledgeable investors find it difficult to develop and implement a well-structured investment plan and manage their portfolio on their own. As an experienced investment firm, we are committed to understanding your unique financial needs, and providing the time and resources to formulate a prudent investment strategy to help you protect and grow your wealth.
We committed to providing you with the highest level of personal service over the long-term. At Locke Financial Services, we have a proven strategy designed around your goals and objectives. You will have access to the disciplined investment process employed by the pension funds of many of America’s most successful companies. This includes the utilization of many prominent domestic and global investment managers to implement your personalized asset allocation policy.