CFM Financial Roadmap
All in One
Retirement Plan
Easy Budgeting
Social Security Optimizer
College Funding Planner
Portfolio Analysis
Estate Planning
Security

A few benefits

aggregate accounts

Aggregate Accounts

Such as bank accounts, investments, credit cards, loans, mortgages, and insurance from over 8,000 financial institutions

Budgeting Tool 

A simplified Budgeting Tool that will automatically categorize your expenses, updated daily.
Budgeting Tool
net worth

Net Worth

A Net Worth tracker to give you a birds eye view of your assets and liabilities

Retirement Planner

A Retirement Planner to help you stay on track for a successful retirement. Make changes to your plan to see how it will affect your situation.

Security is Everything to Us

CFM does not sell, share, or distribute your personal information to third-parties, vendors, or other institutions.

• Our SSL certificate uses bank-level 2048-bit asymmetric and 256-bit symmetric encryption. 

• Read more detail about our security & compliance here

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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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Developed by Stallion Cognitive
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