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1521 Concord Pike Ste 103 West Wilmington, DE 19803

Mon.-Fri, 9:00-5:00 EST
Saturday & Sunday CLOSED

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  • 302.439.0733
    poolelocke@poolelocke.com

About Poole Locke Associates

Vision Statement

To help today’s generation of retirees and near-retirees achieve their goals with confidence and peace of mind regardless of market conditions.

Mission Statement

We specialize in teaching clients in retirement and approaching retirement how the world of income-generating investment instruments and strategies can be used to help them meet their current financial needs, achieve their long-term financial goals, and avoid common retirement-planning mistakes. Our goal is to help YOU enjoy a lifetime of greater financial stability.

  • Skilled & Highly Trained

Our Team

James F. Locke Jr.

  • Financial Advisor

Christina Mahoney

  • New Business Processor/Office Manager

Fran Walsh

  • Client Service Representative

What It’s Like Working At Poole Locke Associates

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Poole Locke Associates and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Poole Locke Associates and Sound Income Strategies, LLC are not associated entities. Poole Locke Associates is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies, LLC are associated entities.

Copyright ©2024 Poole Locke Associates. All Rights Reserved.

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