Live Oak Investors – Private Wealth Mgmt of Boerne

Live Oak Investors - Private Wealth Mgmt of Boerne is a Financial Planner in Boerne, TX. The firm assists individuals, families, and businesses with retirement planning, asset management, insurance and risk management, and family wealth and estate planning. Led by Founder and CEO Jason A. Zamora, CRPC®, the team offers services including 401(k) and pension rollover analysis, personalized portfolio design, life and long-term care insurance reviews, and estate planning guidance. The practice utilizes Money Guide PRO software to help clients view their financial accounts and insurance coverage in one secure location. It holds a 5.00 rating based on customer reviews.

Jason A. Zamora brings more than 25 years of experience in the Insurance and Financial Services industry to the Boerne office. After earning a BBA in Corporate Finance from St. Mary’s University in San Antonio, he joined New York Life Insurance Company at age 22. By age 25, he had become the youngest Advisor ever promoted to Partner with the company. Seeking to offer more than standard investment packages, he established Live Oak Investors in the Fall of 2004, focusing on building relationships based on confidence, loyalty, and trust.

The firm's approach to retirement planning includes reviewing asset allocations within employer-provided plans and developing written Investment Policy Statements to identify specific objectives and risk profiles. Clients receive personalized portfolios designed around their goals, timelines, and performance expectations, supplemented by quarterly meetings or calls to evaluate investment performance. Risk management services include annual reviews of life, disability, and long-term care policies. For estate planning, the firm provides guidance on ownership transference and offers consultations with qualified estate planning attorneys.

Live Oak Investors - Private Wealth Mgmt of Boerne is known for its positive rating from customers who have reviewed its services. The firm provides comprehensive financial strategies for individuals and businesses in Boerne, TX.

In Boerne, Texas, Live Oak Investors combines decades of industry experience with a client-first philosophy to help residents secure their financial futures.

The firm is located on Oak Park Drive in Boerne, Texas, situated about a tenth of a mile from South Main Street and Kinderpark.

BizScoreAI gives Live Oak Investors a Performance score of 92 out of 100, which reflects how quickly the website loads to keep visitors engaged and aid search engine ranking. The business also earns a Discoverability score of 75 out of 100, showing that AI crawlers can find every page, which is the first step before any AI assistant can recommend the firm.