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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 PlanningWealth 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

Services and pricing

ServiceMin Project BudgetHourly Rate
Business Services--

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Locations we serve

AddressCountryDirections

1413 Savannah Road Suite 4, Lewes, DE, 19958

Head office
🇺🇸 United States Get directions
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