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11-50 employees
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Banking
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Suite 100,Oklahoma City,OK,US
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In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of customer service. Today, Heritage Trust Company - an independent, privately-owned trust bank - offers trust administration in addition to oil and gas management, real estate management, institutional services, financial planning, and investment management.
In 2015, Heritage combined with Argent Financial Group to be the leading, sustainable, independent, fiduciary wealth management firm in the market. Responsible for more than $35 billion of our clients' assets, we have the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, foundations and public entities. We currently serve clients in all 50 U.S. states from our 30 offices located across 12 states.
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Heritage Trust Company Email Formats | Example Email Formats | Percentage |
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{first} | [email protected] |
100%
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The widely used Heritage Trust Company email format is {first} (e.g. [email protected]) with 100% adoption across the company.
To contact Heritage Trust Company customer service number call here 405-848-8899. To contact Heritage Trust Company customer service number in your country click here to find.
Mike Carroll is the CEO of Heritage Trust Company. To contact Mike Carroll email at [email protected].
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