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Sara Williams Email
Director Operations (XY Tax Solutions) . XY Planning Network
Bozeman, MT
Locations************@xyplanningnetwork.com
Primary EmailHow to contact Sara Williams
Join and see Sara's contact info for free!Current Roles
Employees:
219Revenue:
$31.3MAbout
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.XY Planning Network Address
24 E. Main StreetBozeman, MT
United States