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We Offer a Personal Approach to Financial Planning

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There are 3 things you should know about us

We are passionate about helping our clients reach their personal and financial goals
We are on a mission to help individuals navigate the retirement process, tying together investment management and income tax planning
We work with clients all over the United States via our virtual advisor service
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Our Team

bill canty financial planner

Bill Canty, CPA, CFP®

President & Founder
maureen walsh

Maureen Walsh, EA

Vice President
Tina Alteri

Tina Alteri, CPA

Tax Advisor
Edward Canty

Ed Canty, CFP®

Financial Planner
joe canty financial planner

Joe Canty

Tax & Investment Advisor
Kathleen Shepherd

Kathleen Shepherd

Tax Advisor

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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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