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Live Oak Financial Group
- Financial Advising
- Covington, LA
About this business
With extensive experience in the financial, corporate & estate arenas since 1985, Stephen Satterlee serves selected corporate, individual and estate clients in retirement, wealth management, corporate and estate planning. He is the Founder and Principal of Live Oak Financial Group, which was established in 1996. Stephen also formed and acted as the Principal / Chief Investment Officer of Live Oak Advisory Group, an independent Registered Investment Advisory Firm from 2000-2010.
Location details
7020 U.S. 190 West Service Road #A, Ste A, Covington, LA, 70433, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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.
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!
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.
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 closed now. It will open on Monday at 8:00 a.m.
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