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Lovett Advisors, LLC  

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62 Rockford Road - Wilmington, DE 19806
Lovett Advisors, LLC is a privately-owned, SEC registered investment advisor. Lovett Advisors focuses on wealth transfer and retirement planning for a select group of clients. The firm currently manages over $110 million in client assets. As an independent advisory firm, Lovett Advisors can provide financial solutions in an ever changing environment with institutional style money management and comprehensive planing.

Brittany Simmons - 302-250-4740  

Office Manager

Services
Financial Advisors - Stocks & Bonds
Financial Planning & Investment Advice

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Questions & Answers
Q: What is the most common type of project or service your company provides?
A: Financial planning, retirement planning, estate planning, wealth management, portfolio management

Q: What would you like your customers to know about your company?
A: The goal of Lovett Advisors, LLC is to be the trusted Advisor to a select group of clients, in the coordination of their financial affairs. This is accomplished through sound financial planning, objective advice, trasnparency, independence, and exception customer service.

* All information in this profile, including licensing, has been provided by Lovett Advisors, LLC. This information is not verified by ProMatcher.

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