Legacy Financial Group

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Legacy Financial Group — overview

About

Legacy Financial Group is a US-based wealth manager and registered investment manager. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, portfolio management, investment planning, tax, and estate planning. The wealth manager advises individuals, businesses, trusts, foundations, and qualified retirement plans.

Legacy Financial Group - known decision makers (11)

Position	Location	Asset Class
Client Service Associate	Tulsa, US	GEN
Financial Planner	Tulsa, US	GEN
Financial Planner	Tulsa, US	GEN
Financial Planner	Tulsa, US	GEN
Financial Planner	Tulsa, US	GEN

Showing 5 of 11 known decision makers Legacy Financial Group

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