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Equity Analysts Incorporated

+1 (847) 358-9747
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513 E Carpenter Dr
Palatine, IL 60074
+1 (847) 358-9747
http://equityanalystsincorporated.com

Equity Analysts Incorporated, located in Palatine, IL, specializes in providing tailored valuation solutions for complex financial issues. Managed by Michael H. White, CFA, the firm excels in understanding client needs and delivering comprehensive reports that address various valuation scenarios, including fair market value assessments.

The company's services encompass a wide range of valuation consulting, including closely held equity securities, business enterprises, intangible assets, and litigation support. They offer flexible documentation options to suit the requirements of diverse stakeholders, ensuring that valuation conclusions are effectively communicated regardless of the context.

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Locke Investment Management, formerly Locke Financial Services, is a highly regarded financial advisor firm based in Palatine, IL. With over 25 years of experience, they offer a range of services including investment management, 401k planning, financial planning, retirement planning, and education planning. Their team of certified professionals utilizes their extensive knowledge and expertise to provide personalized solutions and help clients achieve their financial goals. At Locke Investment Management, clients can trust in their disciplined investment process and tailored strategies that are designed to maximize returns and minimize risks. With a focus on building long-term relationships based on loyalty and trust, they are dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions about their money. Whether clients are seasoned investors or just starting out, Locke Investment Management is committed to unlocking their financial potential and ensuring a secure future.Generated from the website
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Locke Investment Management, formerly Locke Financial Services, has been a trusted financial advisor firm in Palatine since 1994. We offer a range of financial advising services including portfolio management, retirement planning, education planning, etc.We are fiduciaries and are required to put the clients interests before our own. Due to our fiduciary standards, we only charge a monthly fee that is based on how much a client has in assets with us. This basically means that we make more money when you make money, aligning our interests.At Locke Investment Management, we pride ourselves on being more than just financial advisors. We are your partners in navigating the complex world of financial planning.

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We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. As a client, you’ll enjoy the following specialized services: Private Wealth & Investment Planning, Retirement & Pension Planning, Tax Reduction Planning, Estate & Family Legacy Planning, Specialized First Responder Planning, Specialized Teacher Planning
United States›Illinois›Palatine›Equity Analysts Incorporated

Partial Data by Infogroup (c) 2025. All rights reserved.

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