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Canty Financial Management logo — Helping families plan for retirement since 1986. Investment...

Canty Financial Management

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

Founded 1986 United States United States 5 employees Finance, Financial Services +1

General Information

Company Name Canty Financial Management
Founded Year 1986
Location United States United States +2
Employees 5
Industries Finance, Financial Services, Wealth Management
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About Canty Financial Management

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

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Canty Financial Management Alternatives & Competitors

Canty Financial Management vs
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FAQ About Canty Financial Management

Helping families plan for retirement since 1986. Investment advisory, tax preparation, & financial planning.
Canty Financial Management was founded in 1986.
Canty Financial Management is headquartered in United States.
Canty Financial Management operates in the following industries: Finance, Financial Services, Wealth Management.
Canty Financial Management has approximately 5 employees.
Top alternatives and competitors to Canty Financial Management include Journey Advisory Group, LLC, Dodds Wealth, Montgomery Financial, LLC, LKJ Financial, McDermott Advisory Group, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Canty Financial Management and Journey Advisory Group, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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