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Disclosure & Privacy Policies
Heritage Trust Company Disclosure Statement Third-Party Service Providers: In order to effect, administer, or enforce a transaction requested or authorized by you, the customer, we may share your personal information with third-party service providers. We...
Trust Administration
Serving as a trustee requires financial responsibility, accountability, investment knowledge, objectivity, and experience, all of which can be found at Heritage Trust. As an independent fiduciary, we have one loyalty – you. We can serve as a trustee, co-trustee,...
Investment Management
Before investing, it’s important to discuss your overall financial goals—what’s the purpose of the investment, how much liquidity you need, and what expectations you have. With these goals in mind, Heritage Trust tailors an investment plan with strategies and tactics...
Oil & Gas (Mineral) Management
When oil and gas resources are present on a property, the land/mineral owner has a range of opportunities to generate wealth from exploration and development activities. While others are available to assist with certain aspects of mineral management, few can provide...
Retirement Plan Advisors
Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer sponsored qualified and non-qualified retirement plans. We have been providing our plan sponsor...
Wealth Management
Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a business, saving for college education for your children, reducing taxes, and maintaining your lifestyle upon retirement. Financial planning is the...
J. Aaron Jack
Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...
Farm and Ranch
Heritage is dedicated to preserving your family legacy. Everything we do starts with you. We bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of services and resources, our professionals are ready to sit down for a...
NAPA Names Argent Financial Group Managing Director Among Top Women Advisors
Linde Murphy recognized as a “Rising Star” on 2020 list Argent Financial Group announced today that Linde Murphy, managing director for Argent Retirement Plan Advisors, has been named one of the National Association of Plan Advisors (NAPA) 2020 Top Women Advisors in...
Argent Financial Group Promotes Taryn Clark to Communications Director
Argent Financial Group announced today that it has promoted Taryn Clark to communications director. She will be responsible for leading Argent’s communications efforts. Based in Oklahoma City, Clark previously served as marketing and communications manager for...