Our Locations
Visit Us Today
With offices throughout Oklahoma and virtual services across the US, Canada, and Puerto Rico, we're here to serve you wherever you are.
Oklahoma Offices
In-Person Consultations Available
Schedule a face-to-face meeting at one of our Oklahoma locations, or connect with us virtually from anywhere.
Stillwater Office
Our main office serving the Stillwater community and surrounding areas. Home to Oklahoma State University, we help students, families, and businesses plan for their financial futures.
Tulsa Office
Our newest office located inside the Catalyst Coworking space in midtown Tulsa. Serving northeastern Oklahoma with comprehensive financial planning, life insurance, and wealth management services for families and business owners across the Tulsa metro.
Edmond Office
Serving the greater Oklahoma City metro area. We offer comprehensive financial services including estate planning, life insurance, and wealth management.
Joshua Casey
Local Guide
Legacy Foundation Group is a top tier organization built on integrity, discipline, and real leadership. Doug Green and the team genuinely care about helping people protect their families and build lasting wealth.
Marissa Rankin
Great price. Having worked with Aaron in the past has been a breeze to say the least. I'm excited to be able to continue to work with such a professional team!
Desiree Krugle
Reasonable price. I got Courtney's help! She was very smart and helpful with explaining everything clearly.
John Mclain
Brayden was extremely helpful. Great company!
Brandon Hodge
Great people! Really appreciate Brayden, he's awesome!
Dylan Chabino
Brayden is very skilled and helpful. Highly recommend!
Virtual Consultations
Can't Make It In Person?
No problem! We offer comprehensive virtual consultations for clients across the United States, Canada, and Puerto Rico. Our team is equipped to serve you remotely with the same level of personalized attention you'd receive in person.
- Video consultations via Zoom or Google Meet
- Screen sharing for document review
- Electronic signatures for paperwork
- Secure document sharing
We're Growing!
Legacy Foundation Group is expanding to new locations soon. Stay tuned for announcements about new offices coming to serve you better.