Canty Financial Management (CFM) is a family-owned, independent Financial Planning firm with locations in Ballston Spa, New York, and Naples, Florida. For over 35 years, we have helped our clients achieve their financial and personal goals through long-lasting relationships.
Our specialized focus on both tax and investment management helps to provide you with a fully coordinated tax and investment strategy. Having a financial advisor with tax expertise is a significant advantage, as it offers a single point of contact for your financial needs.
We recognize that important decisions must be made during life transitions such as job changes, inheritance, and retirement. As a CFM client, we assess your current financial situation and forecast the impact of planning strategies to help you make informed decisions.
As an independent fiduciary firm with no affiliations to fund companies or brokers, and no sales of financial products, our advice remains transparent and unbiased, solely focused on serving our clients' best interests and helping them achieve their financial and life goals.
Partnering with a CFM advisor can provide clarity about your current financial position and direction for the future. Contact us today to schedule a call, and discover how we can assist you.