Canby Financial Advisors

PLAN FOR LIFE

Get the specialized guidance and service you need to address life's ever-changing financial challenges and opportunities

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FINANCIAL PLANNING

Receive a personalized financial action plan to help you prepare for the future with greater confidence

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INVESTMENT MANAGEMENT

Gain greater confidence in knowing that your investment portfolio is receiving the experienced oversight it deserves

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RETIREMENT PLAN SERVICES

Feel more confident knowing that your plan offers the investment options and education your employees need to save for retirement with greater confidence

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News & Insights

Tune in to our podcast series, Plan for Life with Canby Financial Advisors.

Dan Flanagan discusses steps you can take if you haven't received your 2020 federal tax refund yet.

Joelle Spear's upcoming webinar tells you what you need to know about Medicare.

Meet Our Advisors

Christopher S. Borden, CRPS®

Financial Advisor, Managing Partner

508.598.1082 ext.101

cborden@canbyfinancial.com

Chris Gullotti, CFP®

Financial Advisor, Partner

508.598.1082 ext.102

cgullotti@canbyfinancial.com

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Financial Advisor, Partner

508.598.1082 ext.103

dflanagan@canbyfinancial.com

Joelle Spear, CFP®

Financial Advisor, Partner

508.598.1082 ext.105

jspear@canbyfinancial.com

Michael Flaherty, CFP®, CIMA®

Financial Advisor

508.598.1082 ext.104

mflaherty@canbyfinancial.com

Eric Kristenson, AIF®, CRPS®, CPFA

Retirement Plan Consultant

508.598.1082 ext.110

ekristenson@canbyfinancial.com

David Jaeger, CFP®

Financial Advisor

508.598.1082 ext.108

djaeger@canbyfinancial.com

Connect with Canby Financial to set up a meeting or request more information

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