Canby Financial Advisors

PLAN FOR LIFE

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

Learn More

FINANCIAL PLANNING

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

Learn More

INVESTMENT MANAGEMENT

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

Learn More

RETIREMENT PLAN SERVICES

Feel more confident knowing that your plan offers the investment options and education your employees need to save for the retirement they want

Learn More

News & Insights

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

David Jaeger explores the three-digit number that can make or break your credit reputation.

In his latest market commentary, Chris Borden expains the reasons for September's market decline.

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

Financial Advisor

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

Name

Address

Phone

Message

Thank you!

Oops!