Founded in 1995, Sutterfield Financial Group, Inc. is a comprehensive financial services provider based in Bartlesville, Oklahoma with advisor affiliates across the United States.
Our mission is to assist our clients in every aspect of their financial lives. We strive to provide the financial services to individuals, families, and businesses. Additionally, we serve as a professional magnet for advisors looking to create more sustainable, client-centric businesses. Our comprehensive financial planning and investment advisory firm has a wide-range of experience in all of the key financial practices.
We assist individuals and families with savings, retirement, education and estate planning strategies. We serve small business operators with developing plans that best meet their needs relating to taxation, investments, cash flow and estate planning services. On a larger scale, our firm partners with small and large companies with the purpose of managing all aspects of financial operations.
Recognition for our efforts is good. Learning from experience and growing with our clients is better. We continually strive to develop innovative means by which to help facilitate financial stability and security for our clients – as well as guide them to financial independence.