Lokken Investment Group, LLC — Jonathan Lokken
Lokken Investment Group, LLC is an independent financial services practice based in Lewes, DE focused on delivering exceptional and dedicated investment services to select clients in the Mid-Atlantic region. As an independent practice, we are dedicated to one constituency – our clients. Our mission is to create and manage custom investment portfolios for individuals and non-profit organizations by carefully listening to each client’s financial goals and then matching those goals with appropriate investment strategies. We understand we must continually earn our client’s trust by providing on-going monitoring of their investments, responding promptly to all questions, service issues, and providing regular performance updates. We welcome your calls at (302) 645-6650.