Bob McDoory

boss at XY Planning Network - Bozeman, MT, US

Bob McDoory's Colleagues at XY Planning Network
Bata Stojanovic

Menager

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Kathleen Boyd

Financial Planning & Process Coach

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Daniel Adams

Director Of Accounting Services

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Lindsey White

Email Marketing Manager

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Mostafa Osman

Office Manager

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Yan Zeng

Unix 专员

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Avril Phillips

VA Service Coordinator

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Bob McDoory's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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Company
XY Planning Network
Bob McDoory's Company Details
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XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

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.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
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Frequently Asked Questions about Bob McDoory
Bob McDoory currently works for XY Planning Network.
Bob McDoory's role at XY Planning Network is boss.
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Bob McDoory works in the Financial Services industry.
Bob McDoory's colleagues at XY Planning Network are Bata Stojanovic, Kathleen Boyd, Daniel Adams, Lindsey White, Mostafa Osman, Yan Zeng, Avril Phillips and others.
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