Live Oak Wealth Management, LLC
www.liveoakwealthmanagement.comThis Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.
Read moreThis Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.
Read moreCountry
State
Louisiana
Industry
Employees
1-10
Founded
1996
Social
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President / Wealth Manager
Email ****** @****.comPhone (***) ****-****Investment Advisor / Principal
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****
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