Legacy Planning Partners
Business Services · Oklahoma, United States · 11-50 Employees
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Overview
Headquarters
10900 Hefner Pointe Dr Ste 404, Oklahoma...Phone Number
(405) 286-1500Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Legacy Planning Partners
Legacy Planning Service specializes in helping families and business owners navigate major transitions through thoughtful legacy and succession planning. Their services are designed to ensure that wealth, values, and relationships are preserved and passed on to future generations. They cater to legacy-minded families seeking coordinated planning and succession-focused business owners looking for intentional leadership transitions. The company emphasizes clear, protective planning that aligns with clients' values and prepares them for what comes next.Explore more
Legacy Planning Partners Org Chart
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Revenue
Number of Employees
Type
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Founded In
Legacy Planning Partners
<$5M
11-50
Private
-
1967
CC
Cepa Colby HaggardExecutive VP, Business Development & Succession
Company Profile Activity
Activity Insights
Legacy Planning Partners is experiencing very low activity levels compared to other companies in the Business Services sector.
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Legacy Planning Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Legacy Planning Partners.
Legacy Planning Partners Tech Stack
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Legacy Planning Service specializes in helping families and business owners navigate major transitions through thoughtful legacy and succession planning. Their services are designed to ensure that wealth, values, and relationships are preserved and passed on to future generations. They cater to legacy-minded families seeking coordinated planning an... Read More
