Advanced
Product
Solutions
Partners
Resources
Company
Toggle menu
Home
/
Legacy & Succession
Legacy & Succession
Overview
Locations
Financials
Operating Metrics
Human Capital
Key People
Competitors
Supplier Risk
Legacy & Succession
Legacy & Succession Summary
Company Summary
Overview
Legacy & Succession (formerly known as Legacy Planning Partners) is a financial consulting agency. It provides financial planning, investment advisory, life insurance, taxation, and other services.
Type
Private
Status
Active
Founded
2009
HQ
Oklahoma City, OK, US
|
view all locations
Website
https://www.legacysuccession.com/
Sectors
Financial Services
financial management
investment management
life insurance
tax
Homepage
Linkedin
facebook
Table of Contents
Locations
Competitors
Locations
View all
2 locations detected
Oklahoma City, OK
HQ
United States
3030 NW Expressway, Suite 700
Tulsa, OK
United States
4200 East Skelly Drive, Suite 550
Competitors and Similar Companies
Wealthcare
Financial Services - Private
Act Wealth
Financial Services - Private
Arapaho Asset Management
Financial Services - Private
KLO
Financial Services - Private
Compare competitors
Footer menu
Contact us
Product
Intelligence Suite
Supplier Intelligence Platform
Craft Intelligence Portal
Craft API
Craft for Teams
Supplier Intelligence Platform
Craft Alerts
Craft N-Tier Mapping
Craft Risk Hub
Chrome extension
Solutions
Supplier Intelligence
Sales Intelligence
Aerospace and Defense
Resources
Resource center
Blog
Company
About
Careers
Contact
Terms of Service
Privacy Policy
Security
© Craft.co 2026
Share price data provided by IEX
Back
to top