Sutterfield Financial Group, INC.

Sutterfield Financial Group is an independent registered investment adviser based in Bartlesville, Oklahoma, offering a broad range of services including investment portfolio management, financial planning, tax preparation, accounting, and consulting. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, options, and alternative investments, managing them on either a discretionary or non-discretionary basis. Sutterfield Financial Group also provides specialized services such as retirement planning, estate planning, education funding, business valuation, and risk management. In addition to core advisory services, certain team members are affiliated with separate entities that offer insurance products, securities brokerage, tax solutions, and financial consulting.