Live Oak Investors – Private Wealth Mgmt

Live Oak Investors - Private Wealth Mgmt is a mortgage broker in Live Oak, TX, located at 114 Oak Park Dr. The firm focuses on private wealth management and retirement planning, serving individuals, families, and businesses. Services extend beyond mortgage brokerage into retirement planning, insurance and risk management, estate planning, asset management, 529 college savings plans, and nonprofit strategies. It holds a rating of 5.00.

Founded in the fall of 2004 by Jason A. Zamora, CRPC, Live Oak Investors was built on the idea that clients deserve more than standard investment packages. Jason earned a BBA in Corporate Finance from St. Mary's University in San Antonio and began his career at New York Life at age 22, becoming the youngest advisor ever promoted to Partner there at age 25. He brings more than 25 years of experience in the insurance and financial services industry, having assisted thousands of clients in pursuing their financial futures. The firm's offices span Boerne, Corpus Christi, and New Braunfels, with the Live Oak location on Oak Park Dr serving as one of its Texas bases. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer and member of FINRA/SIPC, with Live Oak Investors operating as a separate entity.

Jason and his team use tools like Money Guide PRO financial planning software to give clients a single access point for viewing accounts and insurance coverage. Client services include annual portfolio reviews, periodic market commentary, and invitations to educational and client appreciation events.

An A+ rating from the Better Business Bureau is held by the firm, reflecting its standing among the most consistent private wealth management groups serving South and Central Texas.