Sutterfield Financial Group, Inc.

EST. AUM
$274,397,181

CONTACTS
3

CLIENT ACCOUNTS
2,392

Firm Details

Metro area Oklahoma City
CRD Number 115652
Website sutterfieldfinancial.com
Client types

Overview

Sutterfield Financial Group, Inc., based in Bartlesville, Oklahoma, is a comprehensive financial services provider founded in 1995. The firm offers a wide range of services, including investment planning, insurance planning, retirement planning, tax and accounting, business and estate planning, and lending solutions. Their approach is tailored to help individuals, families, and businesses achieve their financial goals through customized strategies and ongoing advisory support. The firm prides itself on its client-centric philosophy, serving not only as a financial planning resource but also as a platform for advisors looking to create sustainable practices. Sutterfield Financial combines expertise in diverse financial disciplines with a mission to guide clients toward financial stability and independence.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sutterfield Financial Group, Inc.

Platform Details

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