Canty Financial Management (CFM) is a family-owned, independent Financial Planning firm with locations in Ballston Spa, New York, and Naples, Florida. For over 30 years, we have helped our clients achieve their financial and personal goals through deep, long-lasting relationships.
Our specialized focus on both tax and investment management ensures that your Financial Advisor understands your unique tax situation and can provide you with a fully coordinated tax and investment strategy.
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 multiple planning strategies to help you make informed decisions.
As an independent fiduciary investment advisor, we are not affiliated with any fund companies, broker-dealers, or insurance companies. We offer objective fee-only advice without selling financial products or earning commissions.
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.