Canty Financial Management

Helping families plan for retirement since 1986. Investment advisory, tax preparation, & financial planning.

General Information
Company Name
Canty Financial Management
Founded Year
1986
Location (Offices)
United States +2
Founders / Decision Makers
Number of Employees
5
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
Social Media

Canty Financial Management - Company Profile

Canty Financial Management has been helping families plan for retirement since 1986. The company offers investment advisory, tax preparation, and financial planning services to over 1,000 clients at their offices in Ballston Spa, NY, and Naples, FL. As an independent Registered Investment Advisor registered with the US Securities and Exchange Commission, Canty Financial Management sets itself apart from other advisory firms by offering a unique and valuable combination of investment advisory and taxation. With an experienced staff of advisors, the company focuses on establishing ongoing long-term relationships with clients. The firm operates in the finance, financial services, and wealth management industries. Despite not having recent disclosed investment information, Canty Financial Management's long-standing reputation and client base position the company as a significant player in the industry.

Taxonomy: Investment Advisory, Financial Planning, Tax Preparation, Retirement Planning, Registered Investment Advisor, Taxation, Investment Strategies

Funding Rounds & Investors of Canty Financial Management (0)

View All

There is no investment information

Latest News of Canty Financial Management

View All

No recent news or press coverage available for Canty Financial Management.

Similar Companies to Canty Financial Management

View All
Journey Advisory Group, LLC - Similar company to Canty Financial Management
Journey Advisory Group, LLC Investments & Planning for Your Life's Journey
Dodds Wealth - Similar company to Canty Financial Management
Dodds Wealth Dodds Wealth develops and implements financial strategies that build confidence now, and into the future.
Montgomery Financial, LLC - Similar company to Canty Financial Management
Montgomery Financial, LLC Investing today for a better tomorrow
LKJ Financial - Similar company to Canty Financial Management
LKJ Financial Financial Independence Starts with Becoming Informed and Having a Plan
McDermott Advisory Group, LLC - Similar company to Canty Financial Management
McDermott Advisory Group, LLC A respected RIA firm offering comprehensive financial planning, investment management, and related services to affluent and high net worth clients.