Locker Financial Services

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

3 Claridge Dr Ste 2, Verona, New Jersey,...

Phone Number

(973) 256-2555

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Locker Financial Services

Locker Financial Services, Inc. specializes in fee-only financial planning and asset management, providing clients with personalized financial strategies that encompass budgeting, retirement planning, tax issues, and estate planning. The firm operates under a fully fiduciary model, ensuring that clients' best interests are prioritized without any hidden fees. Since 1992, they have empowered clients to navigate their financial journeys with clarity and confidence. Their holistic approach involves actively listening to clients' goals and crafting tailored plans that adapt to changing circumstances.Explore more
Locker Financial Services's Social MediaPopular SearchesLocker Financial Services LLCLocker FinancialLocker Financial Services IncFinancial Services LLCLocker Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Locker Financial Services Org Chart

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Team Member

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Administrative Position

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Andrew Chan, Owner and Partner at Locker Financial Services
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Owner and Partner

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Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Locker Financial Services

<$5M
1-10
Private
-
1992
JS
Jane ShuTeam Member
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Locker Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Locker Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Locker Financial Services.

Locker Financial Services Tech Stack

A closer look at the technologies used by Locker Financial Services

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Frequently Asked Questions Regarding Locker Financial Services

What is Locker Financial Services's official website?
Locker Financial Services's official website is www.lockerfinancial.com
What is Locker Financial Services's Revenue?
Locker Financial Services's revenue is <$5 Million
What is Locker Financial Services's SIC code?
Locker Financial Services's SIC: 62,628
What is Locker Financial Services's NAICS code?
Locker Financial Services's NAICS: 52,523
How many employees does Locker Financial Services have?
Locker Financial Services has 1-10 employees
What industry does Locker Financial Services belong to?
Locker Financial Services is in the industry of: Finance, Securities Trading
What is Locker Financial Services competition?
Locker Financial Services top competitors include: Sierra Pacific Financial Advisors, Townsend Financial Planning, Charles Carroll Financial Partners, Bollin Wealth Management
What technology does Locker Financial Services use?
Some of the popular technologies that Locker Financial Services uses are: WordPress.org, Google Cloud Web Serving, Google Cloud Platform, Google Font API
How do I contact Locker Financial Services?
Locker Financial Services contact info: Phone number: (973) 256-2555 Website: www.lockerfinancial.com
What does Locker Financial Services do?

Locker Financial Services, Inc. specializes in fee-only financial planning and asset management, providing clients with personalized financial strategies that encompass budgeting, retirement planning, tax issues, and estate planning. The firm operates under a fully fiduciary model, ensuring that clients' best interests are prioritized without any h... idden fees. Since 1992, they have empowered clients to navigate their financial journeys with clarity and confidence. Their holistic approach involves actively listening to clients' goals and crafting tailored plans that adapt to changing circumstances.Read More

What are Locker Financial Services social media links?
Locker Financial Services Linkedin page
Is Locker Financial Services a public company?
Locker Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Locker Financial Services

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