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.
Company Details
- Employees
- 23
- Founded
- -
- Address
- 501 E Fourth Street, Bartlesville,oklahoma 74003,united States
- Phone
- +1 918 338 2255
- in****@****ial.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sutterfieldfinancial.com
- Keywords
- Investment Planning, Retirement Planning, Insurance Planning, Lending, Tax and Accounting, Business and Estate Planning.
- HQ
- Bartlesville, Oklahoma
Sutterfield Financial Group, Inc. Questions
Sutterfield Financial Group, Inc.'s helpline number is +1 918 338 2255
Sutterfield Financial Group, Inc.'s website is sutterfieldfinancial.com
Sutterfield Financial Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/sutterfield-financial-group-inc-
Sutterfield Financial Group, Inc. has
23 employees.
View email and phone details for 23
employees at Sutterfield Financial Group, Inc..
Sutterfield Financial Group, Inc.'s industry is
Financial Services
Sutterfield Financial Group, Inc.'s top competitors are
Paulhood,
Mairs & Power, Inc.,
Perspective Advisors,
Cs Mckee,
Ottima Energy,
Abartyshealth,
Ether.fi,
Marsch Capital,
Allen, Gibbs & Houlik, L.c.,
Monoceros.
Sutterfield Financial Group, Inc.'s support email address is info@sutterfieldfinancial.com
Sutterfield Financial Group, Inc.'s categories are Financial Services
Sutterfield Financial Group, Inc.'s founding year is 1995
