Categories
Financial
Business Type:
Financial Planning
Insured: Yes Licensed : Yes Services
Business Type:
Business and Proffesional
Insurance
Business Type:
Life
Business Type: Medical Business Type: Other Free Quotes: Yes Licensed: Yes Local Agent/Adjuster: Yes Products & Services
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Live Oak Investors
Live Oak Investors was developed upon practices which offer something more than just the standard financial planning and investment packages. We take great pride in nurturing relationships which have been built on confidence, loyalty, and trust. Through a very unique holistic approach, our clients have the assurance of knowing their financial future is being managed to suit their specific needs. Live Oak Investors strives to deliver sound financial products and advise in the way our clients expect: with exemplary service and maximum convenience, we seek to enable our clients to manage and achieve success in their financial future.
References
"We address the needs of individual investors, and plant the seeds for a secure future." -Jason A. Zamora
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Live Oak Investors — Financial, Services, Insurance — Three Rivers
| Products: | Bonds, Stocks, Ira's, Brokerage Accounts, Treasury Bills and Notes, Securities, Annuities, REtirement Plans, Tax Plans, 401k, 403b, College Plans, Estate Plans, Insurance, Tax Planning |
| Services: | Investments, Financial Planning, Insurance, Tax Planning |
| Business Types: | A wealth management group |
| Service Area: | San Antonio, George West, Three Rivers, Beeville, Oakville, Kenedy, Tuleta, Normanna, Pettus, Refugio, Woodsboro |
| Time Zone: | Central |
| Business Tagline: | We address the needs of individual investors, and plant the seeds for a secure future. |
posted by liveoakinvestors