Roy Mathews

Accountant at XY Planning Network - Bozeman, MT, US

Roy Mathews's Colleagues at XY Planning Network
Balu Mahendra

Accountant

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Deepak Patil

xyz

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Zak Clarke

Zy

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Savannah Potter

Bookkeeper

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Groria Anderson

Accountants

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Phyllis Tang

Human Resources Intern

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Rachel Plotzky

Virtual Marketing Intern

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Roy Mathews's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Company
XY Planning Network
Roy Mathews's Company Details
XY Planning Network logo, XY Planning Network contact details

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 Roy Mathews
Roy Mathews currently works for XY Planning Network.
Roy Mathews's role at XY Planning Network is Accountant.
Roy Mathews's email address is ***@xyplanningnetwork.com. To view Roy Mathews's full email address, please signup to ConnectPlex.
Roy Mathews works in the Financial Services industry.
Roy Mathews's colleagues at XY Planning Network are Balu Mahendra, Deepak Patil, Zak Clarke, Savannah Potter, Groria Anderson, Phyllis Tang, Rachel Plotzky and others.
Roy Mathews's phone number is N/A
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