The CFM Difference
Canty Financial Management was founded in 1986 based on a simple idea. We are inspired to help people succeed. CFM provides Tax Preparation and Investment Advisory services to over 1,000 clients at our two offices, located in Ballston Spa, NY and Naples, FL.
At CFM you will not hear the common phrase "Please consult your tax advisor before implementing this recommendation." Our extensive Tax and Investment background, provides a one-stop-shop when making decisions and formulating a comprehensive strategy. This combination of both Tax and Investment expertise sets CFM apart from most other Investment Advisory Firms.
CFM is a "Fee-Only" Registered Investment Advisor, registered with the Securities and Exchange Commission. We are held to a strict Fiduciary Standard, which means there is a fundamental obligation to provide suitable investment advice, and always act in our client's best interest. This Fiduciary Standard of care does not apply to commission-based brokerage firms and life insurance sales.
Our comprehensive online Roadmap is built around you. The Roadmap Tool reveals the details of your existing situation, and allows you to compare various forecasts and strategies.
In the end, it all boils down to Trust. Trusted relationships have allowed CFM to help clients for the past 32 years, and to assist multiple generations of families. We welcome the opportunity to work with you.