Company

Legacy & Succession

Financial Services 3030 Nw Expressway Ste 700 11 employees ABOVE

Employees: 11
Contacts: 2
Emails: 2
Phones: 1

www.legacysuccession.com LinkedIn

Legacy & Succession Overview

Headquarters: 3030 Nw Expressway Ste 700
Website: www.legacysuccession.com
Industry: Financial Services
Employees: 11
Founded: 1967
Stock Symbol: ABOVE
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Oklahoma City

About Legacy & Succession

For three generations, our mission has been the same. Unite families, preserve values, and impact the world by empowering entrepreneurs and the families that run them. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by and may not represent the views of HTK or its affiliates. This material is not intended as a recommendation, offer, or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services are offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044. 800-873-763. Legacy & Succession and other listed entities are not affiliated with HTK. 5852483RG_Aug25

Legacy & Succession Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Legacy & Succession Org Chart

Sample employees and titles

Name	Title	Location	Contact
Rebecca Foster, Aif®	Uniting Families - Preserving Values		View
Michael Chaney	50 Years Experience Keeping Family	Oklahoma City Metropolitan Area, United States	Email
David Chaney, Chfc®, Clu®, Cap® Advising Legacy Minded Entrepreneurs	Leave a Legacy, Not an Inheritance	Oklahoma City Metropolitan Area, United States	Email Phone
David Ortiz, Cfp®, Cepa®, Ea	I’m Tom Brady, You’re Bill Belichick	Norman, Oklahoma, United States	View