Lewes, DE Financial Advisors and Resources



Financial Advisor Firms in Lewes, DE


LOKKEN INVESTMENT GROUP, LLC

Website

(302) 645-6650

1413 Savannah Road,
Suite 4
Lewes, DE 19958

SEC#: 801-114384
Years in Business: 2 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

PKS INVESTMENT ADVISORS LLC

Website

(302) 645-5757

1143 Savannah Road
Suite 1
Lewes, DE 19958

SEC#: 801-96235
Years in Business: 6 years

BOENNING & SCATTERGOOD, INC.

Website

(800) 933-8923

102 University Drive

Lewes, DE 19958

SEC#: 801-68111
Years in Business: 14 years

WEALTH MANAGEMENT GROUP, LLC

Website

(302) 644-6780

34382 Carpenters Way
Suite 5
Lewes, DE 19958

SEC#: 801-64413
Years in Business: 16 years

PNC INVESTMENTS LLC

Website

(302) 645-4500

17725 Coastal Highway

Lewes, DE 19958

SEC#: 801-66195
Years in Business: 18 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

SGL FINANCIAL, LLC

Website

(302) 500-2242

17527 Nassua Commons Blvd
Suite # 111
Lewes, DE 19958

SEC#: 801-96223
Years in Business: 6 years

GLEN EAGLE ADVISORS, LLC

Website

(973) 627-1419

31 West Cape Shores Dr.

Lewes, DE 19958

SEC#: 801-79298
Years in Business: 7 years


How Retirement-Friendly is Lewes, DE?

  • Population: 3,198
  • % of Population 62 Years and Over: 63%
  • Average Home Value: $524,300
  • Average Monthly Housing Cost: $1,059
  • Average Household Income: $118,644
  • Delaware Total Tax Burden: 6.21% (4th Lowest in U.S.)
  • Delaware Property Tax: 1.77% (4th Lowest in U.S.)
  • Delaware Individual Income Tax: 3.25% (8th Highest in U.S.)
  • Delaware Sales and Excise Tax: 1.19% (2nd Lowest in U.S.)


Lewes, DE Financial Advisor FAQs

Financial advisors provide personalized financial advice that typically centers on four main areas: investment planning, personal needs and goals, retirement planning and risk management.
Certainly! It's worth consulting with a financial advisor to determine what your goals are, and then reconciling them against any retirement or life insurance policies that you have already taken out.
Choosing a financial advisor is a big decision, and there are many things to consider. In addition to the qualifications/skills of the advisor, it might be worth reviewing how much experience they have with clients like you.
You might want to consider aggregating financial advisor testimonials from around the web to find someone who best meets your needs.