Canty Financial Management provides Tax and Investment Advisory services. Your investment decisions have an impact on your taxes, so you will benefit at CFM because your “investment advisor” is also your “tax advisor”.

CFM is an independently-owned, client-centered firm, registered as an Investment Advisor with the US Securities and Exchange Commission. We manage approximately $42 million dollars in client investment assets.

The firm began operations 25 years ago. We are a local firm and dedicated to serving our client base. We take part in local clubs and events - for example, Junior Baseball and Basketball, the High School Band Ensemble, the PTA, the Rotary, and the Chamber of Commerce. For over a decade Canty Financial Management has composed a custom-made crossword puzzle that is published in the Ballston Journal newspaper every week.

We believe in providing customized service for our clients. Here is a brief description of our professional experience and qualifications.

Bill Canty, CPA, CFP® - Founder & President

Bill is a CERTIFIED PUBLIC ACCOUNTANT and a CERTIFIED FINANCIAL PLANNER ™ practitioner , and graduated with a BBA from Niagara University in 1985. He started Canty Financial Management in 1986 and obtained his CPA experience with the New York State Department of Taxation, State Comptroller, and State Education Department. Professional licenses include CPA, Health & Life Insurance, and NASD series 6, 7, 63, and 65. Certifications include the CFP® practitioner. Bill is Past-Chairman of the Board for the Saratoga County Chamber of Commerce, and Past-President of the Ballston Spa Rotary.

Maureen Walsh - Investment Advisor Representative & Tax Advisor

Maureen is a main contact person here at CFM, and is available to help you with any financial questions. She has over 20 years experience servicing client investment accounts and preparing tax returns. Maureen earned her bachelors degree at the University of Massachusetts. She is a Registered Investment Advisor Representative, and has been with Canty Financial Management for over eight years.

Kathleen Flynn, EA - Tax Advisor

Kathy is an IRS Enrolled Agent, and she has been a tax advisor with Canty Financial for ten years. Kathy provides tax preparation for individuals and small businesses. She graduated with a BBA in Accounting from St. Bonaventure University in 1984.

Tina Alteri, CPA - Tax Advisor

Tina is a CERTIFIED PUBLIC ACCOUNTANT who graduated with a BBA in Accounting from St. Bonaventure University in 1994. Tina has been with Canty Financial Management for nine years, and specializes in personal income tax.

Nancy Jess, MBA - Tax Advisor

Nancy has been a tax advisor with Canty Financial for three years. Nancy earned her bachelors degree at East Stroudsburg University in 1987, and earned her Masters degree in Business Administration at the College of St Rose in 2004. Nancy provides tax preparation for individuals and small businesses.

Note on the use of CFP® Certification marks: Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.