XYPN - Bozeman, Montana

Founded in 2008, XYPN (XY Planning Network) is a unique financial planning community that caters specifically to the needs of Gen X and Gen Y individuals. With a strong commitment to helping this demographic achieve their financial goals, XYPN has become a leading force in the financial planning industry.

About XYPN

XYPN is headquartered at 24 E Main St, Bozeman, MT 59715, United States. The company can be reached at 4064139200 or through their website xyplanningnetwork.com. Their specialties include being a consultant.

Specialties and Services

• Consultant

Accessibility and Inclusiveness

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• LGBTQ+ friendly
• Transgender safe space

Reviews and Ratings

This company has received 5 reviews on Google My Business, with an average rating of 4/5 stars. Clients appreciate the personalized attention and expertise provided by the financial planners at XYPN.

👍 Reviews of XYPN

Daniel C.

4/5

They are great to help you get your firm up and running. After the first year, I didn’t really see the value for what they charge monthly so I stopped my subscription. The FA space is constantly evolving. XYPN stepped in at the perfect time when “fee-only” is all the rage and they made this part of their branding. It will be interesting to see how XYPN evolves along with the financial advisory space. Their Facebook group became too charged for me to want to engage, with people starting arguments about trivial matters. It appears some of the advisors in there post more on the page then they actually work or give financial advice.

Frank G.

1/5

Sam N.

5/5

Whitney M.

5/5

Jennifer P.

5/5