Sutterfield Financial Group, Inc.

www.sutterfieldfinancial.com

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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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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Country

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State

Oklahoma

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City (Headquarters)

Bartlesville

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Employees

11-50

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Founded

1995

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President of Insurance and New Business

    Email ****** @****.com
    Phone (***) ****-****
  • President and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Marketing Director

    Email ****** @****.com
    Phone (***) ****-****

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