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Lokken Investment Group, LLC is an independent, wealth management firm in Lewes, Delaware, dedicated to ensuring that our clients enjoy retirement at the beach with peace of mind and financial confidence. Lokken Investment Group, LLC is a Registered Investment Advisor registered with the State of Delaware and the State of Maryland. Led by seasoned investment advisor Jonathan Lokken, CIMA®, Lokken Investment Group, LLC is 100 percent locally owned, with our clients serving as our main constituents. That means our focus is on your financial security, your specific goals and your best interest as we develop an investment strategy and a portfolio that consider your every need.
Union First Market Bank is one of the leading companies in Financial Services industry. Union First Market Bank is based in Ruther Glen, VA. You can find more information on Union First Market Bank at www.ubsh.com
Beach Associates is a Dover, DE-based company in the Financial Services sector.
SmartPath’s financial wellness platform provides your employees with the education, coaching and tools they need to turn their stress into financial success.
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