Programs & Services Team Portfolio Planning
Welcome to our Updated Site! We are still under construction and hope to be fully operational in the next few days. Account Balances are still available in the Portfolio Section. Thanks for you patience and check the new site soon. The LFS Team
In today's complex world of investment opportunity, even the most knowledgeable investors find it difficult to develop and implement a well-structured investment plan on their own. As experienced investment professionals, we are committed to understanding your unique needs, and providing the time and resources to formulate a prudent investment strategy to help you protect and grow your wealth.
We are committed to providing you with the highest level of personal service over the long-term. Our program is a time-tested strategy designed around your goals and objectives. Through us, you now have access to the disciplined investment process employed by many of America's most successful companies, and access to globally prominent investment managers to implement your personalized asset allocation policy.
If you would like additional ideas on how we can help you improve upon your investment portfolio, talk to us. We look forward to serving your needs in confidence and ensuring your success in this world of investment opportunity.
Securities
offered through Long Grove Trading Company, Member NASD-SIPC,500 Park Blvd,
Suite 800 Itasca, IL 60143. Alan Locke is currently licensed to sell securities
in the following states:IL, WI, IA, MO, MI, NY, OH & SC. Locke Financial
Services, Inc. is an SEC registered investment advisory firm and currently
offers advisory services in IL & IA. Locke Financial Services, Inc. and Long
Grove Trading Company are independently owned and operated.
DISCLAIMER: This web-site is for informational purposes only and
does not constitute a complete description of our investment services or
performance. This web-site is in no way a solicitation or offer to sell
securities or investment advisory services except, where applicable, in states
where we are registered or where an exemption or exclusion from such
registration exists. Information throughout this site, whether stock quotes,
charts, articles, or any other statement or statements regarding market or other
financial information, is obtained from sources which we, and our suppliers
believe reliable, but we do not warrant or guarantee the timeliness or accuracy
of this information. Nothing on this web-site should be interpreted to state or
imply that past results are an indication of future performance. Neither we or
our information providers shall be liable for any errors or inaccuracies,
regardless of cause, or the lack of timeliness of, or for any delay or
interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES,
EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY
INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."