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.
Excellent experience with Lockshield Partners! The team was professional, helpful and easy to work with. They took the time to answer my questions and made the process simple and stress-free. I really appreciate the great customer service and would definitely recommend them to others.
Lockshield Partners has been fantastic to work with. Knowledgeable, responsive, and truly invested in getting things right. Clear communication, quality work, and a team you can count on. Highly recommend!
We are so thankful for the whole Lockshield family. We started w/Dan & Jodi over 15 years ago & they’ve taken care of us. They’re family to us!
We appreciate their honesty & integrity throughout the whole time we’ve been together & they have helped us get our retirement plans ready, as well as early estate planning.
Jodi, Jayme, & Clair have made our monthly get-togethers so enjoyable & a wonderful way to get to know others in the LPL family.
Do yourself a favor & let Dan help you invest any & all money you have for that purpose. If you follow his guidance, you’ll be set!
301 South Broadway Street, Glasgow, KY 42141
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