Network·Family Office
📍 CLIFTON PARK, NY
SEC CRD #801-69021
Comprehensive Wealth Management Services | CFANY Skip to main content You are now leaving CFANY, LLC . I agree — continue to Client login prompt menu Home About Our Team Our Values Our Services Business Owners Holistic Retirement Planning Professionals Investor Education FAQ Contact Client Login Fidelity Client Reporting Sharefile Get Started Our clients always come first. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Get Started Our clients always come first. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Get Started Our clients always come first. We are independent financial advisors who have a fiduciary duty that requires us to serve your best interests. Get Started CFANY CFANY, LLC provides the highest quality Fee-Only financial planning. It brings together three professionals with many years of financial planning and investment management experience and the most sought after financial planning credentials. We develop trusting, long-term relationships as a team with the goal of helping you succeed and achieve your personal objectives. Our Differences Experience Our team has many decades of diverse experience in financial planning and investment management, providing clients with seasoned guidance through all market cycles and life stages. Wealth Management Every client is unique and every financial plan is tailored to what you need. Our planning
KERRY MAYO
MEMBER
📞 (518) 280-0030
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$260M
Check Size
$10M–$10M
Location
CLIFTON PARK, NY
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.