Overview

X and Y Advisors, Inc.

Information by Research TrustFinance

https://www.xyadvisors.com/

X and Y Advisors, Inc. is an independent, fee-only Registered Investment Advisor (RIA) firm. Founded on the principle of providing objective and client-centric financial guidance, the company specializes in comprehensive financial planning, investment management, retirement planning, and tax strategies. They serve a diverse clientele including individuals, families, and business owners, focusing on creating personalized strategies to help clients achieve their long-term financial goals.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service