- Local Business
Annuities in Covington, LA 70433
About Live Oak Wealth Management
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When it comes to choosing a financial planner in the Covington, LA area, there are a lot of options. That’s why our team of financial consultants at Live Oak Wealth Management strives to provide clients with unsurpassed services in finance and insurance.
The services that we offer take into account the many complexities of your professional and personal life. Portfolio management and investments, retirement planning, and estate planning are just a few of our specialties. Our clients appreciate our personalized approach and thoroughness. You’re sure to gain peace of mind knowing that Live Oak Wealth Management is here to help protect everything you’ve worked so hard for.
Don’t wait to secure the financial well-being that you’ve created for yourself and those you care about. Learn more about the services we offer by visiting our website at liveoakwealthmanagement.com. Call (985) 624-8916 to schedule your first consultation today.
Specialities
- Long Term Care Insurance
- Asset Protection
- Succession
- Financial Advisor
- Estate Planning
- Stocks
- ETF Models
- Exchange Traded Funds
- Business Planning and Continuation
- Portfolio Management
- Mutual Funds
- Financial Planner
- Alpha
- Beta
- Actively Managed Portfolios
- Retirement Planning
- Wealth Management
- Annuities
- Investments
- Life Insurance
Languages Spoken
English
Hours of Operation
Sunday: CLOSED
Monday: 8:00AM to 4:00PM
Tuesday: 8:00AM to 4:00PM
Wednesday: 8:00AM to 4:00PM
Thursday: 8:00AM to 4:00PM
Friday: 8:00AM to 1:00PM
Saturday: CLOSED