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Creating a Plan For Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations
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Discover Financial Clarity

We help our clients navigate the retirement process. Whether you are in the years prior to retirement, retired, or planning for wealth transfer, we guide clients through difficult financial decisions. Our expertise in investments, tax, and financial planning give us an advantage when compared to traditional advisors.

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The Big Oxmox advised her not to do so, because there were thousands of bad Commas, wild Question Marks and devious Semikoli, but the Little Blind Text didn’t listen.

Diaz Kenneth

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+1 (987) 1625346

Kenneth Diaz

Human Resources

+1 (987) 1625346

Diaz

Human Resources

+1 (987) 1625346

We Grow Ecommerce onEvery Major Platform

But who has any right to find fault with a man who chooses to enjoy a pleasure that has no annoying consequences.

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How to Manage Investment Risk - What to Consider

For investors, there are two key metrics, risk and return. Return is the reward for investing. Investment returns are what fuel the attainment of financial goals such as retirement and funding your children’s education. Managing your portfolio’s investment risks is a key factor in achieving the types of long-term returns you are seeking.  What is […]

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Covid-19 and CFM Office Operations

As the situation with coronavirus (COVID-19) continues to develop, our team is ready and standing by to help our clients. We are taking multiple steps to minimize health risks to our staff and our clients. Masks are required upon entry into our office building Limiting face to face meetings.  We are limiting face to face […]

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Importance of a Fee-Only Fiduciary Financial Advisor

The financial services industry has a bad habit of using terms that can seem vague and confusing to clients. There is probably no place where this confusion is greater than how an advisor is compensated. Additionally, the term fiduciary is tossed around by the media quite a bit. However many investors don’t fully understand what […]

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020
518-885-3230

5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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