Also known as locker financial services
Locker Financial Services is a fee-only financial planning and asset management firm in Verona, New Jersey, serving Essex County since 1992. It reports about $214 million in assets under management. The firm states that it is fully fiduciary and that its only compensation comes directly from clients. Its services include financial planning covering goals, net worth, budgeting, retirement, tax issues, investments and estate planning, along with asset management.
Public regulatory records matched to Locker Financial Services from SEC and IRS filings.
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Locker Financial Services is a wealth manager based in Verona, United States, managing approximately $214M in assets.
Locker Financial Services is headquartered in Verona, United States.
Locker Financial Services manages approximately $214M in assets under management.
Locker Financial Services was founded in 1992.
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