Legacy Insurance Advisors

Since 1997, we have built and continue to attract the best operations team in the property claim industry. Our team supports all aspects of the property line to include Catastrophe, Daily, and Desk Adjusting. We also offer file audits, appraisal, and consulting services. Working together, we will help you deliver the service standards your customers expect. Click on our video to learn more.

Locke Capital LLC is a leading alternative investment firm based in Tulsa, OK, specializing in high-return opportunities within the oil, gas, and healthcare sectors. Since its inception in 2015, the firm has successfully completed over 200 transactions, consistently delivering strong returns to its partners. The company's mission focuses on maximizing investment potential through deep industry expertise and a co-partnership investment approach. Locke Capital employs a disciplined investment strategy, emphasizing conservative underwriting and comprehensive risk assessment to navigate market dynamics effectively and provide transparency to its partners. Generated from the website

The Summit Financial Group is a privately held employee benefits and wealth management planning company. It is an independent insurance broker that maintains offices in Texas, Connecticut, New Jersey, Oklahoma, Colorado and Arkansas. Established in 1987, the company serves several small- and large-scale private and public businesses. The Summit Financial Group offers a range of annuities and pension and education savings plans through Walnut Street Securities. It operates an investment services division that provides a line of asset management services. The company also offers life and disability insurance plans. The Summit Financial Group is a part of the Summit Consolidated Group.