About Sutterfield Financial Group
Sutterfield Financial Group, Inc. is a leading financial services company that offers comprehensive financial planning and investment management solutions to individuals, families, and businesses. With over 30 years of experience in the industry, Sutterfield Financial Group has established itself as a trusted partner for clients seeking expert guidance on their financial goals.
At Sutterfield Financial Group, we understand that every client has unique needs and objectives when it comes to their finances. That's why we offer customized plans designed for living, protecting a business or leaving a legacy. Our team of experienced professionals works closely with each client to develop personalized strategies that align with their specific goals.
Our range of services includes retirement planning, estate planning, tax planning, investment management and insurance solutions. We believe in taking a holistic approach to financial planning by considering all aspects of our clients' lives – from their current financial situation to their long-term aspirations.
One of the things that sets us apart from other financial services companies is our team-based approach. We have assembled a unique team of professionals with diverse backgrounds and expertise who work together seamlessly to provide our clients with the best possible advice and service.
Our team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), attorneys specializing in estate planning and taxation, insurance specialists and other professionals who bring valuable insights into every aspect of our clients' finances.
We also believe in transparency when it comes to fees. We offer fee-only advisory services which means we do not receive commissions or compensation from third-party providers for recommending specific products or investments. This ensures that our advice is always unbiased and aligned solely with our clients' best interests.
At Sutterfield Financial Group, we are committed to providing exceptional service at every stage of the client relationship – from initial consultation through ongoing monitoring and review. Our goal is not just to help you achieve your immediate financial objectives but also to build lasting relationships based on trust and mutual respect.
In conclusion, if you're looking for an experienced partner who can help you navigate the complex world of finance while keeping your best interests at heart then look no further than Sutterfield Financial Group Inc.. Contact us today for more information about how we can help you achieve your financial goals!