Locke Investment Management
660 North Hicks Road, Palatine, IL 60067
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Locke Investment Management, located at 660 North Hicks Road in Palatine, Illinois, is a trusted financial advisor firm that has been serving clients since 1994. With a focus on loyalty and trust, Locke Investment Management aims to build lasting relationships with clients by providing personalized financial guidance and support.
As a fiduciary firm, Locke Investment Management puts the client's interests first, ensuring that all financial decisions are made with the client's goals and objectives in mind. The firm charges a monthly fee based on the assets managed, aligning their interests with the client's success.
The team at Locke Investment Management is dedicated to providing a proactive approach to investment management, staying on top of market conditions and making adjustments as needed. By offering a collaborative and transparent process, the firm aims to educate and empower clients to make informed decisions about their financial future.
Led by founder Alan Locke, who has a strong background in financial management and holds several industry designations, Locke Investment Management offers a comprehensive range of services to help clients achieve their financial goals. From retirement planning to investment management, the firm is committed to guiding clients through every step of their financial journey.
Whether you are a seasoned investor or just starting out, Locke Investment Management can help you unlock your financial potential and create a solid foundation for your future. Contact them today to schedule a consultation and start building a successful financial plan tailored to your unique needs and aspirations.
Reviews
"Alan is the standard of excellence. He truly values his clients and works to do the best for them, including protecting their financial assets."
"Best Financial Advisor I have ever dealt with. Highly Recommend!!!"
"Alan Locke of Locke Financial Services is extremely well versed in investment and financial planning. I am very impressed with his knowledge and experience. See Mr. Locke for a comprehensive financial assessment. He is at the top of his profession. Scott Gibrich."
"Alan is honest and highly respected for his work in investments. I recommend him to everyone I know"
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