Live Oak Investors – Private Wealth Mgmt of Boerne

Live Oak Investors, Private Wealth Mgmt of Boerne is a financial planner in Boerne, Texas, serving individuals, families, and businesses with comprehensive retirement planning, estate strategy, insurance risk management, and asset management. The firm specializes in retirement planning, including 401(k) and pension rollovers, 529 college savings plans, long-term care and life insurance, and personalized investment strategies tailored to clients’ goals and risk tolerance. With a focus on long-term financial independence, the firm offers client-centered services through regular reviews, educational events, and access to financial tools like Money Guide PRO. The business maintains a 5.00 rating based on customer reviews, reflecting strong client trust and satisfaction.

Founded by Jason A. Zamora, CRPC®, who brings over 25 years of experience in financial and insurance services, Live Oak Investors was established to provide a more personalized and comprehensive alternative to standard financial planning. Zamora began his career at New York Life Insurance at age 22 and became the youngest partner in the company at 25. His vision led to the creation of a firm built on independence, client loyalty, and trust, with a team dedicated to developing customized financial strategies that adapt to evolving market conditions and personal needs. The firm operates through multiple offices, including locations in Corpus Christi and New Braunfels, while maintaining its primary presence in Boerne.

The firm is located at 114 Oak Park Drive, a short distance from key local landmarks. It sits just 0.1 miles from South Main Street, a major road, and about 0.2 miles from Saint Peter’s Catholic Church. Nearby, Kinderpark is within 0.1 miles, and the James House memorial is just 47 meters away. Parcel Express, a post office, is approximately 0.4 miles from the office.

The firm’s consistent 5.00 rating and client-focused approach underscore its reputation as a trusted advisor in the Boerne area. Its emphasis on personalized planning, transparent communication, and long-term relationship building sets it apart in the field of private wealth management. Live Oak Investors stands as a dependable guide for residents of Boerne seeking to secure their financial futures with confidence and clarity.