General Info

Legacy & Succession is a financial services firm located in Oklahoma City, OK. The company specializes in legacy planning and succession planning. Legacy & Succession has a team of experienced professionals who can help clients create a plan that meets their individual needs. The company offers a variety of services, including estate planning, retirement planning, and wealth management. Legacy & Succession is committed to providing clients with the best possible service and is dedicated to helping them achieve their financial goals. See our affiliate office at 4200 East Skelly Drive Suite 550 Tulsa, OK 74135