Bellar-Yother Advisory Group of Stifel named to Forbes’ best-in-state wealth management teams list
The Bellar-Yother Advisory Group (BYAG), an advisory group of Stifel Nicolaus and Company located at 1420 Neal Street in Cookeville, has been named to Forbes’ best-in-state wealth management teams list. BYAG opened in 1978. Today, the group is responsible for approximately $455 million in client assets.
“Having navigated through numerous market corrections and several recessions, the group strives to deliver guidance that is relevant to their clients’ lives and their financial needs so they can embrace their unique vision of the future,” according to a release.
5,331 of the nations top performing wealth management teams are highlighted in Forbes list. The company’s namesake, Herman Stifel, established a theme over a century ago … “to safeguard the money of others as if it were your own.”
The magazine researched, interviewed and assigned rankings within home states.
“At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children’s college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice,” according to a statement.
For more information visit HERE, call 844-877-1330 or visit www.stifel.info/award-disclosures.
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