Walker Roundtree

Investment Manager at Sutterfield Financial Group - Bartlesville, OK, US

Walker Roundtree's Contact Details
HQ
918-338-2255
Location
Company
Sutterfield Financial Group
Walker Roundtree's Company Details
Sutterfield Financial Group logo, Sutterfield Financial Group contact details

Sutterfield Financial Group

Bartlesville, OK, US • 20 - 49 Employees
Financial Services

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.1Based 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 PlanningInsurance PlanningLendingBusiness and Estate Planning Tax and AccountingRetirement 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.

Investment Planning Retirement Planning Insurance Planning Lending Tax and Accounting Business and Estate Planning Financial Services Financial Advisory Services
Details about Sutterfield Financial Group
Frequently Asked Questions about Walker Roundtree
Walker Roundtree currently works for Sutterfield Financial Group Inc..
Walker Roundtree's role at Sutterfield Financial Group Inc. is Investment Manager.
Walker Roundtree's email address is ***@sutterfieldfinancial.com. To view Walker Roundtree's full email address, please signup to ConnectPlex.
Walker Roundtree works in the Financial Services industry.
Walker Roundtree's colleagues at Sutterfield Financial Group are Kelli Edwards, Blair Link, April Kennedy, Michelle Sutterfield, Kaycie Hall, Lynsea Freeman, Marci McMurtrie and others.
Walker Roundtree's phone number is 918-338-2255
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