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Lokken Investment Group, LLC

Lewes, United States of America

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+ people
Hourly Rate
Daily Rate
Minimum Budget
Years in Business
17 years of experience
Timezones
Languages
English
Primary Location
Lewes, United States of America

Lokken Investment Group, LLC services and pricing

ServiceMin ProjectHourly Rate
Business ServicesN/AN/A

Locations

AddressCountryActions

1413 Savannah Road Suite 4, Lewes, DE, 19958

Headquarter
🇺🇸 United States of America Get directions

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