Locke Investment Management

Services Offered

• portfolio management
• retirement planning
• education planning

About

Locke Investment Management is a financial advisory firm based in Palatine, Illinois, serving clients since 1994. The firm offers a variety of financial advising services, including portfolio management, retirement planning, and education planning. As fiduciaries, they prioritize their clients' interests and charge a monthly fee based on assets under management. This structure aligns their success with that of their clients, fostering a partnership approach to financial planning.

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