Trejon Talton

Operations Associate at XY Planning Network - Bozeman, MT, US

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XY Planning Network
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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.

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Trejon Talton currently works for XY Planning Network.
Trejon Talton's role at XY Planning Network is Operations Associate.
Trejon Talton's email address is ***@xyplanningnetwork.com. To view Trejon Talton's full email address, please signup to ConnectPlex.
Trejon Talton works in the Financial Services industry.
Trejon Talton's colleagues at XY Planning Network are Sthephany Coutinho, Brijesh Mishra, Abdulkayum Shaikh, Sonu Prajapat, Roy Mathews, Balu Mahendra, Deepak Patil and others.
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