Since 1995, Sutterfield Financial Group, Inc. has been providing financial services and advice to Bartlesville and the surrounding communities. Trevor and Shelly Sutterfield say they started the business as a way to help their community and clients with every aspect of their financial lives. Sutterfield Financial Group, Inc. has grown and now offers a multitude of financial services.
“Over the years, SFG has expanded our services to include investment planning, retirement planning, business and estate planning, insurance planning, and tax planning,” says Trevor Sutterfield. “We assist individuals and families with savings, retirement, education and estate planning strategies. We also serve small business operators with developing plans that best meet their needs relating to taxation, investments, cash flow and estate planning services.”
The entire Sutterfield Financial Group, Inc. team feel it is important for them to help in their community since Bartlesville has always been there for them.
“We try to support our community as they have always supported us,” Shelly Sutterfield says. “Being involved in the community is a great way to give back to the folks who give so much to our business. It also provides a way for our employees to be part of our awesome community.”
Sutterfield Financial Group, Inc. is involved in many activities in Bartlesville throughout the year, but Christmas is their favorite time of the year.
“We love volunteering at non-profit organizations and sponsoring local events,” Shelly Sutterfield says. “Christmas time is our favorite time of the year to spread joy in the community. We love participating in the Bartlesville Christmas Parade and have a Christmas light show at our office that is set to music.”
Along with volunteering with area non-profits, Sutterfield Financial Group, Inc. is also committed to supporting local schools.
“The youth of our community are the future leaders,” Trevor Sutterfield says. “We want to do all we can to help support them, whether it be academically, athletically, through the arts or personally.”
Sutterfield Financial Group, Inc’s support of local schools is not just to help build up future leaders, it’s to support the people they know and care for.
“Most of our employees have children in the Bartlesville School District,” Trevor Sutterfield says. “They have children from elementary to high school. We love supporting their schools.”
You can get in contact with Sutterfield Financial Group, Inc. by calling 918-338-2255 or by emailing them at [email protected]