About Lockshield Partners Financial Services
Lockshield Partners Financial Services offers a comprehensive and proactive approach to financial management, focusing on investment management, retirement planning, estate planning, and charitable planning. Clients appreciate the knowledgeable and friendly staff, who provide timely and sound financial advice. Many have been with the firm for over 20 years, highlighting its dedication to client needs. Self-employed small business owners find Lockshield to be a one-stop shop for their financial challenges, alleviating concerns about future planning and tax filing. With a team that genuinely cares about their clients' best interests, Lockshield Partners is highly recommended for anyone seeking guidance and support in their financial journey. The firm also provides support for managing retirement portfolios and offers assistance during career changes or financial hardships. The staff, including Jody, Clark, and Jeremiah, are consistently kind, helpful, and responsive, making clients feel confident and well-supported in their financial decisions.
We love Lockshield and are so thankful for their guidance in our finances! Clark has been wonderful to answer questions and provide great reassurance and recommendations, and Jodi is always on top of customer service taking care of us and making sure we know what is going on! The whole team will make you feel valued regardless of your account balance! The integrity of this team and the way they take care of their clients is unparalleled!
I’ve been working with Clark Hayden for over six years, and I can honestly say he’s so much more than just a financial advisor. Sure, he helps me invest and plan for retirement, but he’s also been a steady guide through every major life milestone, including getting my first career, buying my first home, planning a wedding, having a child, and even quitting my job to open a business.
Clark doesn’t just help me plan for the future. He helps me make smart decisions so I can safely enjoy today. Whether it’s something big like long-term financial strategy or something simple like deciding whether to buy a new car, he’s always thoughtful, honest, and incredibly...read full review
The best advice we were given was to start planning early! Now we have a financial future that is going to serve us well and Dan, Clark, Jeremiah, Jodi and team have helped us so much. We can call on them if we have any questions and they really help us work toward our goals!