Lokken Investment Group, LLC

Lokken Investment Group, LLC Lokken Investment Group is an independent wealth management firm in Lewes, Delaware They’re invested at the beach. We’re invested in their future.

AT LOKKEN INVESTMENT GROUP, WE ARE ALWAYS FOCUSED ON THINKING AHEAD OF THE CURVE IN THE BEST INTEREST OF OUR CLIENTS. When you’re retired, financial planning involves monitoring your hard-earned assets and ensuring your income stream. You need a trusted investment advisor like the Lokken Investment Group to help you manage your risk, preserve your wealth and maintain a balanced asset mix. Our inve

stment planning services for retirees include wealth enhancement and wealth protection. You will receive:

• Fee-based management of investment portfolios
• Conservative investment strategies and portfolios based on an adaptive philosophy
• Comprehensive analysis of all insurance plans
• Evaluation of retirement, benefits and brokerage plans
• Cash flow planning for retirement
• Philanthropy and family-giving advice
• Financial planning support

We provide services to clients throughout Delaware and beyond.

Address

1413 Savannah Road Suite 4
Lewes, DE
19958

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

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