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Live Oak Financial Group

4.4

About this business

Location details

7020 U.S. 190 West Service Road #A, Ste A, Covington, LA, 70433, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.45 reviews
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Adele Knauer's profile image
Adele Knauer 
2 years ago

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. 

Alex Stachovsky's profile image
Alex Stachovsky 
4 years ago
Jim Burch's profile image
Jim Burch 
4 years ago

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! 

Chase Villeret's profile image
Chase Villeret 
4 years ago

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. 

Steve Schnitzer's profile image
Steve Schnitzer 
4 years ago

Frequently asked questions about Live Oak Financial Group

How is Live Oak Financial Group rated?

Live Oak Financial Group has a 4.4 star rating with 5 reviews. 

When is Live Oak Financial Group open?

Live Oak Financial Group is open now. It will close at 5:00 p.m.  

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