Lokken Investment Group, LLC

Lewes, United States

Financial confidence and peace of mind at the beach

A locally owned wealth management firm dedicated to serving clients in Lewes, Rehoboth, and surrounding areas. With a focus on financial security, specific goals, and best interests, Lokken Investment Group develops an investment strategy tailored to each client's needs. Operating under a fee-only model ensures objective and proactive financial advice. The company provides ongoing monitoring of investments, prompt responses to questions and service issues, and regular performance updates. This approach empowers clients to achieve their retirement goals with individualized attention from experienced financial advisors.

Lokken Investment Group, LLC worked with

Retirement Planning

Wealth Management

Team Size

2 - 10 people

Hourly Rate

Daily Rate

Minimum Project Budget

Industry Experience

15+ years

Timezones

Languages

English

Head Office

Lewes, United States

Website

lokkeninvest.com

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