140 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE Serving as the senior financial advisor of his eponymously named firm, Al Locy Financial Services, LLC, Al Locy established his company in Lodi, California, more than 35 years ago. During his early years, Mr. Locy and his wife traveled across the Midwest from La Crosse, Wisconsin, to California, in a station wagon, accompanied by his four small children. Establishing himself as a prominent name in the financial services industry in California, Mr. Locy now services clients across nine U.S. states. He is recognized as a preeminent and seasoned investment advisor who is also licensed to help individuals and families with their income tax returns. With a supportive team by his side, Mr. Locy is accompanied by his office manager, Carrie Freed, who handles the support for both financial advisory services and tax preparation. His son, Andy, is a certified tax preparer in the State of California. Additionally, he is accompanied by LeeAnn Leske, who works as a fully licensed financial advisor. Al Locy Financial Services is renowned in its area for evaluating their clients’ financial situations, as well as their clients’ goals in their pursuit of fruitful financial management. Notably, they work closely with each and every client to customize their portfolios and manage investment accounts, as well as even help their clients pay their monthly bills. For more information about Mr. Locy and Al Locy Financial Services, as well as pertinent financial service advice, please visit https://allocyfinancialservices.com. Mr. Locy was born on September 5, 1936 to parents Marie and Albert Locy. He is the proud father of four children: Albert, Coleen, Andrew and Christopher. Additionally, he has seven wonderful grandchildren. A native of Chicago, Illinois, Mr. Locy currently resides in Lodi, California. Looking toward the future, he intends to experience the continued growth and success of his financial firm. Millennium Magazine Featured Listee AL LOCY SENIOR FINANCIAL ADVISOR Al Locy Financial Services, LLC Lodi, CA
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