X and Y Advisors, Inc.
Information by Research TrustFinance
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.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial