Live Oak Wealth Management
About the Business
Live Oak Wealth Management is a leading finance institution located in Covington, Louisiana. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Live Oak Wealth Management, we prioritize personalized service and strive to build long-lasting relationships with our clients. Visit us at 7020 Highway 190 West Service Road to learn more about how we can help you reach your financial goals.
Photos
Location & Phone number
7020 Hwy 190 West Service Rd A, Covington, LA 70433, United States
Hours open
Monday:
8:30 AM - 3:30 PM
Tuesday:
8:30 AM - 3:30 PM
Wednesday:
8:30 AM - 3:30 PM
Thursday:
8:30 AM - 3:30 PM
Friday:
8:30 AM - 12:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Financial planner, Jim Burris, is a not a true professional, too small town and small minded. He talks incessantly of his grandchildren, his divorced daughter's problems (not professional or business like) and is not someone who listens to the client. He has his own ideas of what the client needs and does not listen to theirs. Not a group I can recommend."
"I sold my business and Steve has been working with my CPA and Attorney and is handling all my investments. Very satisfied with the performance!"
"Live Oak Wealth Management has done a great job for me. The staff keeps me informed of all major decisions and has the knowledge and expertise to help me make such decisions."
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