Wealth Management, Taxes, & Investments

We specialize in helping our clients by providing tax-efficient financial planning and investment management
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We provide tax-efficient investment management and financial planning. Whether you are in the years prior to retirement, retired, or planning for wealth transfer, we guide our clients through these difficult financial decisions. Our combined expertise in taxes, investments, and financial planning gives 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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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.

Articles

Financial Advisor vs Broker - What is the Difference?

The terms financial advisor and broker may seem interchangeable to some investors. Both financial advisors and brokers are financial professionals. The main differences lie in the types of services offered and in the way they are compensated by their clients.  What is a Broker?  A broker is an individual or firm that acts as an […]

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Rolling Over Your 401(k) When Changing Jobs for Better Management 

Changing jobs is a time of transition with a lot to do. Getting up-to-speed at your new employer is important and a top priority. When leaving a company, it’s crucial not to forget about your old 401(k) account. What to do with this retirement money is a critical decision to make during this period of […]

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Investment Commentary and Outlook For 2023

Even as the United States and the rest of the world began to emerge from the pandemic, 2022 was a rough year for the U.S. economy and for our financial markets. Stocks suffered their worst loss in over a decade with the S&P 500 Index declining 18.11% for the year. Bonds also suffered steep losses […]

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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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