Kensington Financial Services

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.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.