WHO WE ARE
As an independent wealth management firm in Lewes, Delaware, Lokken Investment Group, LLC is dedicated to serving our clients in Lewes, Rehoboth, and surrounding areas. We help our clients enjoy retirement at the beach with financial confidence and peace of mind.
Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. Our focus is on your financial security, specific goals, and best interests as we develop an investment strategy and portfolio that considers your every need.
Since we operate under a fee-only model, you receive objective and proactive financial advice. We appreciate your trust and honor it by monitoring your investments on an ongoing basis, responding promptly to all questions and service issues, and delivering regular performance updates.
