Points of Distinction

We understand that establishing a relationship with a trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration.    

We are sensitive as to how an ever increasing number of financial products, news and services has made navigating financial strategies even more overwhelming. 

We recognize the need for offering solid, unbiased, timely and professional guidance. 

We listen, and know that the heart of a relationship with your advisor should be the assurance of constant sound financial advice which is in your best interest and fully comprehensible.


At Live Oak Financial Services, we distinguish ourselves in many important ways:


*Easy accessibility and a ‘Customer First’ philosophy

*Highly personalized service with regular client communication

*Advanced, user-friendly and customer-driven technology

*An advisor and staff with nearly 30 years of experience

*providing financial services

*Strong roots in the communities we serve