Locker Financial Services

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3 Claridge Dr Ste 2
Verona, NJ 07044
+1 (973) 256-2555
https://www.lockerfinancial.com

Locker Financial Services is a fee-only financial planning firm based in Verona, NJ, and MA. With over 25 years of experience, their team of certified financial planners is dedicated to simplifying the complicated world of finance for their clients. By being fully fiduciary and putting their clients' best interests first, they provide personalized financial plans that address a wide range of needs, including retirement planning, asset management, and investment strategies.

Locker Financial Services takes a holistic approach to financial planning, considering not only their clients' portfolios but also their budgets, insurance requirements, tax obligations, and estate issues. They empower their clients by working closely with them to identify their goals and objectives, and then develop structured plans that take into account various scenarios and outcomes. With a focus on transparency and long-term relationships, Locker Financial Services is committed to helping their clients achieve a worry-free financial future.

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