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M. Griffith Locke Investment Services Inc.

M. Griffith Locke Investment Servicesis a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company was founded on September 24, 1947, by Richard R. Griffith. A brief partnership with Arthur Hagan produced Griffith & Hagan, only to evolve again in 1955 to the family owned M. Griffith Locke Investment Services. Margaret remained active with M. Griffith until 1994. Son David joined the firm in 1968 and became President in 1972. Her grandson, David K. Griffith, joined the firm in 2001.

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products, and volatile economic scenarios, you may be looking for clear direction in your financial life. While books, magazines, and the Internet offer helpful tools, a financial planning professional can bring training, experience and judgment to the task of helping you consolidate all aspects of your financial life into one coordinated plan. Financial planning is the process of identifying your goals, and creating a strategy to help make your life’s dreams become reality. An M. Griffith Locke Investment Services financial review is a good place to start.

Left unattended, your estate could be substantially reduced by estate taxes before it is passed on to your heirs. By planning today, you can minimize estate tax liability while maximizing the transfer of your wealth. The Estate Planning Review offered by M. Griffith Locke Investment Services focuses on ways to preserve your lifetime accumulation of wealth for your heirs.

The actions you take today will make a difference in the long term prosperity of those you love. With the help of M. Griffith Locke Investment Services financial planning professionals, a comprehensive estate plan can be developed to guide you when you meet with your attorney to take action on your plan. And most important, the M. Griffith Locke Investment Services consultants will take the time necessary to help you understand your choices and reach the most appropriate decision for your situation. M. Griffith Locke Investment Services will work with you, your family members and other professional advisors as necessary to help provide peace of mind.

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