Live Oak Wealth Management - Arroyo Grande, California

Live Oak Wealth Management: A Comprehensive Overview

Live Oak Wealth Management is a highly regarded financial consulting firm located at 1303 E Grand Ave #221, Arroyo Grande, CA 93420. Offering expert guidance in financial matters, the company has been serving clients in the area for many years. With a commitment to excellence and personalized service, Live Oak Wealth Management has earned a stellar reputation in the industry. To contact them, you can call 8054740755 or visit their website at liveoakwealth.com.

Specialties and Services Offered

• Financial Consultant: Live Oak Wealth Management specializes in offering tailored financial advice to help clients achieve their long-term goals and make informed investment decisions.

Accessibility and Appointments

Wheelchair Accessible Entrance

The company ensures easy access for all clients, including those with special needs.

Wheelchair Accessible Parking Lot

A designated parking lot for clients with mobility challenges.

Wheelchair Accessible Restroom

The restroom facilities are accessible to everyone, further demonstrating the company's commitment to inclusion.

Appointments Recommended

To ensure the best possible service, it is recommended to schedule an appointment before visiting the office.

Client Reviews and Testimonials

With a perfect 5/5 average rating based on 2 Google My Business reviews, Live Oak Wealth Management has garnered high praise from its satisfied clients. One client, who has known Steve (presumably the founder or primary consultant) for about 30 years, shares their trust in his advice and appreciates the personalized approach taken by the company. Another reviewer, who has been doing business with Live Oak Wealth Management for many years, has experienced better financial decision-making with the firm's guidance.

Final Recommendation

For individuals seeking expert financial advice and a personalized approach to wealth management, Live Oak Wealth Management is an excellent choice. Their commitment to accessibility, coupled with their exceptional track record and client testimonials, make them a standout firm in the industry. We highly recommend contacting Live Oak Wealth Management via their website or by phone to discuss your financial goals and how they can assist you in achieving them.

👍 Reviews of Live Oak Wealth Management

karen H.

5/5

I have know Steve for about 30 years, first through a work relationship, and then as my financial advisor. I 100% trust his advice. Even though we have been doing business together for many years, he still asks me each time about what my long term goals are, what my comfort level is with my investments, and never assumes any of my answers due to my history. With Steve's advice I have been able to make better financial decisions.

Luke M.

5/5

As my financial advisor, Steve Burdick has managed my investments and coached me toward smarter financial decisions for over five years. I’ve been very happy with the results.
Each time I meet with Steve, he uses a short questionnaire to check in with my current investing style—conservative, moderate, or aggressive? This helps him decide whether to maintain my current investments or change our approach. Steve explains complex investment principles in depth and with great enthusiasm, with the goal of keeping clients well-informed.
Steve takes a long-term, big-picture approach to investing. His decisions always factor in the possibility of unexpected economic downturns. Steve designed my investment portfolio to withstand storms like COVID-19, for example, and it has. My investments have consistently performed better than expected.
Besides trusting Steve’s investing instincts, I trust his general advice on personal finances, too. Whenever we meet, Steve suggests several “next steps” for me to take in my financial journey (everything from budgeting to building credit). These conversations have empowered me to pursue life goals (higher education, homeownership) in a financially smart way. It would be difficult to overstate how much I have benefited from Steve’s perspective.
Of course, Steve is quick to direct clients towards specialized financial advisors when appropriate (he is not a tax advisor or mortgage lender, for example).
Steve is dedicated to financial principles that actually work, so he’ll also point out bad financial habits. That being said, Steve respects clients’ unique attitudes towards earning/ spending/ investing money—he can work with any individual style.