Legacy Positioned Among Top Advisors in Oklahoma

Recently, Legacy was voted by AdvisoryHQ as one of the Top 10 Best Financial Advisors in Oklahoma City and Tulsa. We have experienced tremendous growth within our firm over the past few years and we are happy to see the positive reflection that has for our clients and our community. At Legacy we strive to offer the best client experience possible. It is our duty to put our clients’ interests first in everything that we do.

When looking for a financial advisor, it is important to pay close attention to the details of the firm and ensure you are not being misled. Often times, you can run into an advisor whose main focus is not on managing their clients’ assets well, but on gathering assets under management in order to grow their own practices. We are proud to say that here at Legacy we are truly passionate about helping people achieve full confidence in their investment decisions so that they can achieve incredibly abundant and successful lives.

Check out the article below to learn more about how we build a successful client experience and how that has helped us emerge as one of Oklahoma’s leading investment advisors.


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