Live Oak Financial Planning - Savannah (GA)

John Lacey Great customer service

Gail Flowers Great bank to do ur business.

Kelsea Conlin We started working with Ben & Cody earlier this year, and our experience has been excellent. They have not only truly taken the time to get to know us & our financial goals but also have patiently walked us through every step of their process. Their recommendations have been very thorough and personalized, and we love how they provide multiple scenarios/possibilities for how to reach different goals. Theyre also highly responsive and its easy to set up meetings with them. Most importantly, we trust their advice implicitly—working with them has given us newfound peace of mind about our finances. If youre looking for a team that is incredibly knowledgeable *and* genuinely has your best interests in mind, Cody and Ben will be a perfect fit!

Janice Goldbach Roy Larsen is a bright and caring man, but his skills as a Financial Planner are outstanding. He guided me through retirement, estate planning and the death of my husband. Because he limits the number of clients he serves, he knows every detail of my account, my family and when I need to review my goals. He is very responsive, and tough when he needs to be. Roy is my FP and I would have no other. Roy is family.

Stacy Wooten Wonderful experience. Everyone was very professional and helpful. Thanks to each of you that I was seen by from the PA, nurses, and the one that I saw first at the desk that checked me in. You were all great.

Rekeishia Livingston Very professional and wonderful customer service, friendly staff , I highly recommend

Shawn Mangeot Best banking experience to date. Knowledgeable staff, flexible, and they work hard to help you.