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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
Financial Planning and Investment Management to
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4 Services to Meet Your Needs
Wealth Management
We offer comprehensive Wealth Management for clients who are looking to find financial clarity. We provide a complete financial blueprint to guide you through current and future decisions.
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Investment Management
Our investment team at CFM will suggest and manage a portfolio that fits your current situation. Our emphasis on diversification and minimizing fees helps optimize returns while managing risk.
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Income Tax Preparation/ Planning
We help clients prepare their income tax returns and also provide tax planning services. We aim to build long term relationships with our tax planning clients.
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Financial Roadmap
Try out our free financial planning and budgeting software and get an idea of where you stand right now. Track spending, create goals, monitor investments, and manage cash flows all on one single dashboard.
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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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