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Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage can expertly serve the multi-generational financial needs of your family.

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Philanthropic Services

Philanthropic Services

Heritage provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experienced staff can also assist with myriad board governance issues.

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Latest News & Resources

Insights

Argent Gives Back

Argent Gives Back

Andrea Olsen Relationship Management Associate, Heritage OKC 1| Which nonprofit are you passionate about serving? Mission Aviation Fellowship (MAF) History: For 75 years, MAF has used aviation to help others. Each year the fleet flies over 1 million miles each year to...

The Morning View: January 12, 2022

The Morning View: January 12, 2022

Announced this morning, the Consumer Price Index increased 0.5% in December, more than expected, and increased 7.0% on annual basis, maintaining high levels from recent months. Monthly prices for Used Cars and Trucks, up 3.5%, and Airline Fares, up 2.7%, were strong...

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