At Canty Financial, we believe that successful relationships are built on trust and a shared commitment to the Tax Preparation and Financial Planning process. Most of your investment decisions have an impact on your taxes, so proper tax planning in coordination with your investments is essential. You will benefit at Canty Financial Management, because your “investment advisor” is also your “tax advisor”.
We provide tax preparation and investment advisory services at two locations. We serve Saratoga County clients from our office located in Ballston Spa, New York and Collier County, Florida clients from our office in Naples.
Canty Financial Management is your local and independent source for financial advice.
Canty Financial Management is an independently owned Registered Investment Advisory firm. Our goal is to build long-term successful relationships. We will work with you to help make sound financial decisions.
Canty Financial Management has been preparing Tax Returns for over 25 years. You will be guided down a "tax minimization" path, with the goal to keep your taxes as low as legally possible. For all of your tax prep needs, CFM is the right choice.
Canty Financial Management serves the Capital Region of Upstate New York through our office in Ballston Spa. We also serve the Southwest Florida Region of Collier County, through our office in Naples. The firm was founded in 1986 by Bill Canty, CFP, CPA. Bill is the former Chairman of the Board for the Saratoga County Chamber of Commerce and is active in area business and professional associations.
Canty Financial Management, Inc.
20 Church Avenue, Ballston Spa, NY, 12020 | 518-885-3230
5100 Tamiami Trail, Naples, FL, 34103 | 239-435-0090
