Live Oak Wealth Management
Finance · Louisiana, United States · 51-200 Employees
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Overview
Headquarters
7020 Highway 190 Ste A, Covington, Louis...Phone Number
(985) 624-8916Website
www.liveoakfinancial.comRevenue
$6.6 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Live Oak Wealth Management
Live Oak Wealth Management, LLC is a wealth management firm located in Mandeville/Covington, Louisiana, specializing in retirement planning, investment strategies, estate planning, and insurance services. The firm focuses on providing personalized financial services tailored to the unique needs and goals of individuals, including college savings and financial independence. With a team of experienced professionals, Live Oak Wealth Management aims to build trusted relationships with clients and support them through all stages of their financial journey. Their services are designed to help clients navigate the complexities of financial planning and achieve their long-term objectives.Explore more
Live Oak Wealth Management Org Chart
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Live Oak Wealth Management, LLC is a wealth management firm located in Mandeville/Covington, Louisiana, specializing in retirement planning, investment strategies, estate planning, and insurance services. The firm focuses on providing personalized financial services tailored to the unique needs and goals of individuals, including college savings an... Read More
