What are the 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

Lokken Investment Group, LLC

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United States
Lewes, DE
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.

07/25/2025

🎉 TGIF!

The weekend is here, but smart financial planning never takes a break. 💼💡
Whether you're reviewing your budget or dreaming about retirement, we’re here to help you make the most of every Friday—and your future.

07/23/2025

💡 Thinking about a Roth conversion?

It could be a smart move for your long-term retirement strategy. Let's talk about if it makes sense for you and your goals! 📈💬

07/22/2025

📍Proud to be your locally based financial advisory team—right here in the heart of Lewes, Delaware.

We're committed to serving our community with personalized guidance and care you can count on. 💼🌟

07/21/2025

Protect your nest egg and plan for the future with confidence. Call us at (302) 645-6650 to schedule your meeting today! 🐣💼

07/18/2025

Stress-free financial planning? Yes, please. 💆‍♂️💰 Let us help you plan with peace of mind—your future self will thank you!
www.lokkeninvest.com

07/17/2025

🌍📅 Happy World Emoji Day!

Investing might not always be this simple, but your goals deserve a strategy that makes you feel like this: 😎📈💰🎯

Let’s turn your 📉 into 📈 — one smart move at a time.

07/16/2025

📞 Ready to take the next step in your financial journey?

Give us a call to schedule your appointment—we’re here to help you plan with confidence and clarity! 💼✨

302-645-6650
www.lokkeninvest.com

07/15/2025

The future comes faster than you think—let’s build a retirement plan that keeps you on track and confident. 💼📈

302-645-6650
www.lokkeninvest.com

07/11/2025

🤝 There’s something special about working with a local firm.

You get trusted guidance, familiar faces, and a team that truly understands your community. That’s what we’re all about. 🌟🏡

07/10/2025

📘 Want to learn more?
Schedule your appointment with us today or visit our website for helpful resources and insights! 💼📲
302-645-6650
www.lokkeninvest.com

07/08/2025

📣 Join us for our upcoming seminar!
Gain valuable insights and plan your financial future with confidence.

📅 RSVP today at www.lokkeninvest.com or call us at 302-645-6650.
We look forward to seeing you there! 💼📈

07/07/2025

🍫 Happy World Chocolate Day!

A little sweetness goes a long way—just like smart financial planning! Treat yourself today (and maybe your future too). 😉

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

http://www.lokkeninvest.com/

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