Edward Jones - Financial Advisor: Matt Bronson, AAMS®

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

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.