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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.
FAIRPAY Solutions is one of the leading providers in Financial Services. It is based in Fort Myers, FL. To find more information about FAIRPAY Solutions, please visit www.fairpaysolutions.com
SeaComm is a member owned financial cooperative based in Massena with branches in Potsdam, Malone, Canton, Ogdensburg, Plattsburgh, NY and South Burlington, VT. We strive to improve the quality of life in the communities we serve.
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries.
The Santa Cruz Community Credit Union is a nonprofit financial cooperative that promotes economic justice. Our Vision The Santa Cruz Community Credit Union pursues a vision of vital local communities whose members contribute individually and collectively to a just society.