Live Oak Financial Group

Investment Bank/Securities Brokerage - Covington, LA, US

Live Oak Financial Group Employees
Stephen Satterlee

Investment Advisor/ Principal

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Stephen Satterlee

President/ Wealth Manager

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Daniel Haar

Financial Advisor

Contact Daniel Haar

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Live Oak Financial Group Details

This Covington based Regional Retirement, Investment Management & Estate Planning Firm comprises a group of specialized professionals available to design and implement comprehensive plans to meet our corporate and individual client's goals and desires. Our team strives to provide professional service to our clients and can deliver Retirement, Investment Management, Corporate and Estate Planning Strategies to complex issues affecting corporations, individuals and estates.

Live Oak Financial Group logo, Live Oak Financial Group contact details
Employees: 10 - 19
HQ: 985-624-8916
Location: Covington, LA, US
Revenue: 10 - 20 Million
Investment Management Retirement Planning Investment Advisory Absolute Return Portfolio Management Tactical Portfolio Management Corporate Planning Estate Planning Investment Bank/Securities Brokerage Management Investment Open-ended
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