Sutterfield Financial Group, Inc.

Financial ServicesOklahoma, United States11-50 Employees

The mission of Sutterfield Financial Group, Inc. founded in 1995, was based on a simple and far-reaching premise: To assist our clients in every aspect of their financial lives.

To that end, we provide a comprehensive menu of personal financial services to individuals, families and businesses. We have also served as a professional magnet for advisors who are looking to create more sustainable, client-centric businesses. We strive to achieve a measure of recognition and a reputation for industry excellence. For example, the July 2008 Financial Advisor Magazine named Sutterfield Financial Group, Inc. as one of the fastest-growing Registered Investment Advisory Firms in the nation, based on asset growth, for the third consecutive year.1

Based in Bartlesville, Oklahoma, Sutterfield Financial Group, Inc. has grown to include advisor affiliates that stretch across the western and mid-western states. Our comprehensive financial planning and investment advisory firm has extensive experience in all of the key financial disciplines:

Investment Planning

Insurance Planning

Lending

Business and Estate Planning 

Tax and Accounting

Retirement Planning 

Recognition for our efforts is good. Learning from experience and growing with our clients is better. We continually endeavor to find innovative ways to help facilitate financial stability and security for our clients, as well as guide them to financial independence.

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