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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.
Our Vision: To create exceptional results by creating exceptional experiences...the fun, smart place to bank, invest and work. Our Mission: To make every customer a customer for life. Core Values: We will… be obsessed with our Client`s success. keep learning and teaching. own it. work smart, play hard. communicate in ways that engage and inform. give back. be grateful. Blackhawk Bank operates eight banking centers in south central Wisconsin and north central Illinois, along the I-90 corridor from Elgin, Illinois to Janesville, Wisconsin. The Bank serves individuals, families, business owners and their employees with a wide array of innovative products and services. The Company offers a variety of value-added consultative services for small business owners such as cost-saving Health Savings Accounts, Investment Management, Human Resource consulting and more. Some history: In a Certificate of Organization adopted on March 26, 1881, a group of community leaders agreed “to associate ourselves in a corporate body to be known as Beloit Savings Bank for the purpose of receiving the deposits of laborers, mechanics, servants, minors and others, and to loan the same for the benefit of such depositors.” S.T. Merrill was elected the first President of the bank. Secretary / Treasurer John A. Holmes was authorized, under the direction of the Financial Committee, to make all necessary arrangements in conformity to law for the opening of Beloit Savings Bank. It served its customers from 2 until 4 PM on Mondays and Saturdays from the 2nd floor of the D.S. Foster Building in downtown Beloit, Wisconsin. So it began in 1881 for the bank now known as Blackhawk Bank. Today, lead by President and CEO Dave Adkins, Blackhawk is the second largest bank in Beloit, Wisconsin and second in all of Boone County, Illinois.
Arizona Federal Credit Union is a Phoenix, AZ-based company in the Financial Services sector.
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Newtek Business Services Corp. has been in business since 1998, servicing over 100,000 business accounts in all 50 states. Newtek aims to provide real-time, state-of-the-art content and business services in order to become the definitive destination for business owners across the United States. We are: A credible business partner with over $100 million of Stockholders Equity, over $160 million in revenues and over 100,000 business accounts We have operated as a publicly traded company for over eleven years, currently under Sarbanes-Oxley regulation All of our corporate data, as well as your company data, is stored in our military-strength facility in Arizona, which is both SAS-70 Type II and PCI compliant We have fully transparent financial statements which can be found online in our Investor Relations Section, http://investor.newtekbusinessservices.com. Or at SEC.gov We are the chosen counterparty for small growing entrepreneurial independent business owners across the United States.