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.
I want to Thank Lockshield Partners Financial Services for the excellent service taking care of my IRA during my retirement. Lockshield is a Top Notch company that knows how treat and accomplish the goals a customer has! Want to call out my team member Dan Klein. He has took care of my IRA and has done an Excellent job helping me in every way to achieve my goals. He is very respectful of my family and always there to keep me updated and questions about my account! I am extremely satisfied the past 5 years the way Dan has handled my account! Dan is kind , friendly and always there to help you! So much that I would say he is a great Friend to me! Bless you Dan!
John and I went to college together and he has always been very knowledgeable and helpful in giving financial advice, and I’m looking forward to working with him and Lockshield more long term!
Excellent advice from Jeremiah, and the staff has been great. Easy to talk to, no judgement on my late start with retirement, and happy to advise and guide. Would absolutely recommend! A great group to help plan the future with.