Live Oak Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1303 E Grand Ave Ste 233, Arroyo Grande,...Phone Number
(805) 474-0755Website
www.liveoakwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Live Oak Wealth Management
Live Oak Wealth Management, founded by Steven Burdick, offers a range of financial services including full-service financial planning, wealth management, insurance analysis, and college funding services. The company aims to assist clients in developing strategies for enduring and thriving financially, particularly in uncertain times. Their target clients include individuals seeking guidance on retirement, investments, and estate planning. The firm emphasizes the importance of building financial strength, symbolized by the oak tree, which represents resilience and longevity.Explore more
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Live Oak Wealth Management, founded by Steven Burdick, offers a range of financial services including full-service financial planning, wealth management, insurance analysis, and college funding services. The company aims to assist clients in developing strategies for enduring and thriving financially, particularly in uncertain times. Their target c... Read More
