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Locker Financial Services
CALL US: NJ 973-256-2555 | MA 508-663-4878
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Tools

Click on the links below to access tools and download resources:

  • LOG INTO SHAREFILE
  • LOG INTO YOUR CLIENT PORTAL
  • CLIENT QUESTIONNAIRE
  • SPENDING PLAN
  • CHECKLIST OF DOCUMENTS
  • Retirement Plan Contribution Limits and Tax Deadlines

Legal

  • Fine Print / Legal Disclosures
  • Privacy Notice
  • Form CRS – Client Relationship Summary

Recent Posts

  • Social Security and Medicare Face Financial Challenges
  • Yes, Unemployment Benefits Are Taxable
  • Student Loan Relief Extended Through September 30, 2021

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WE SIMPLIFY THE COMPLICATED

Structuring your personal finances in a way that maximizes benefits and reduces risk can be an intimidating, confusing and time-consuming process. Since 1992, Locker Financial Services, LLC has been empowering their clients to take control of this critical area of their lives, armed with a plan that’s specific, straight-forward and sustainable. Let’s talk about how we can partner with you to create a simpler financial future.

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