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XY Planning Network

24 E. Main St.
Bozeman, MT 59715
(406) 413-9200
9-5 M-F
  • About

    XY Planning Network is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates

  • Whom to Contact

    • Alan Moore
  • Directions

    Downtown Bozeman