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About Us
Our Services
Wealth Management
Investment Advisory
Individual Tax Preparation & Planning
CFM Roadmap
Blog
Client Login
Contact
Schedule a Call
We Offer a Personal Approach to Financial Planning
Hi, welcome to Canty Financial Management, thanks for stopping by.
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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, CPA, CFP®
President & Founder
Maureen Walsh, EA
Vice President
Tina Alteri, CPA
Tax Advisor
Ed Canty, CFP®
Financial Planner
Joe Canty
Tax & Investment Advisor
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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