Canty Financial Management was founded in 1986 based on a simple idea, to help people with their Tax and Investment decisions. It all revolves around a basic idea. We are inspired to help people succeed.
We now provide Tax Preparation and Investment Advisory Services to over 1,000 clients at our offices in Ballston Spa, NY, and Naples, FL. Our background in both Investment Advisory and Taxation provides a unique and valuable combination for our clients. This combination is what sets our firm apart from other Investment Advisory Firms.
As an independent Registered Investment Advisor (RIA) firm, we have a fiduciary duty to look in our clients best interests. Our CPAs and Enrolled Agents are experienced in Tax Preparation and Planning, as well as, Tax Problem Resolution. We represent clients before the IRS to help resolve Tax Problems.
Trusted relationships have allowed us to service generations of families. Our personalized service is ongoing as individual and family needs change. When family members face decisions that affect finances, we are available to assist and guide them.
We welcome the opportunity to talk with you about your needs and how Canty Financial Management can help you with them.