CONSULTANTS
Hours:
9-5 M-F
Driving Directions:
Downtown Bozeman
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
Printed courtesy of www.bozemanchamber.com – Contact the Bozeman Area Chamber of Commerce for more information.
2000 Commerce Way, Bozeman, MT 59715 – 406-586-5421 – kclark@bozemanchamber.com