General Info

Locke Investment Management, formerly Locke Financial Services, has been a trusted financial advisor firm in Palatine since 1994. We offer a range of financial advising services including portfolio management, retirement planning, education planning, etc.We are fiduciaries and are required to put the clients interests before our own. Due to our fiduciary standards, we only charge a monthly fee that is based on how much a client has in assets with us. This basically means that we make more money when you make money, aligning our interests.At Locke Investment Management, we pride ourselves on being more than just financial advisors. We are your partners in navigating the complex world of financial planning.