Locke Financial Services
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
660 N Hicks Rd Ste 120, Palatine, Illino...Phone Number
(847) 991-2705Website
www.lockefinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Locke Financial Services
Locke Investment Management is a financial advisory firm based in Palatine, Illinois, established in 1994. The firm specializes in investment management, 401(k) planning, financial planning, retirement planning, and education planning, catering primarily to middle-class families and small businesses. With a commitment to trust and fiduciary responsibility, they focus on creating tailored financial strategies to help clients achieve their financial goals. Their proactive approach and emphasis on client relationships set them apart in the financial advisory landscape.Explore more
Locke Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$6.3M
11-50
Private
-
1987
GP
Gary PinkertonSenior Vice President, Wealth Advisor, Director of Professional Alliance and Institutional Services
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Locke Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Locke Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Locke Financial Services.
Locke Financial Services Tech Stack
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Locke Investment Management is a financial advisory firm based in Palatine, Illinois, established in 1994. The firm specializes in investment management, 401(k) planning, financial planning, retirement planning, and education planning, catering primarily to middle-class families and small businesses. With a commitment to trust and fiduciary respons... Read More
