Al Locy, in business on Lodi Avenue and Ham Lane, has served clients for 34 years. He traveled in a station wagon with his wife and four small children to California from LaCrosse, Wisconsin, in 1971. Al is an experienced and qualified Investment Advisor who is also licensed to help individuals and families with their income tax returns. 

Al has clients in 9 states.

Al has a team supporting him. Carrie Freed as the Office Manager and handles support for both Financial Advisor and Tax Preparation.  Andy Locy as a California Certified Tax Preparer.