Insights

Niche Market Focus Canby Financial Advisors specializes in personalized financial planning and investment management services, catering to individuals at various life stages, which presents opportunities for tailored financial technology solutions, client engagement tools, and advanced analytics to enhance client experience.

Growth Potential With an annual revenue estimated between 10 and 25 million dollars and a dedicated team of up to 50 employees, the company is positioned for expansion, highlighting opportunities for scalable cloud infrastructure, CRM systems, and integrated financial software to support growth initiatives.

Competitive Landscape Operating alongside industry giants like Charles Schwab and Fidelity, Canby Financial can benefit from targeted outreach offering niche and personalized services, leveraging wealth management and compliance technology solutions to differentiate itself in a competitive market.

Online Presence & Technology Use With a modern tech stack including Percona, Google Fonts, Acquia Cloud, and Google Analytics, Canby Financial is well-positioned to enhance digital engagement, implement data-driven marketing strategies, and adopt advanced cybersecurity measures for client data protection.

Strategic Leadership Moves Recent leadership elevation with Joelle Spear becoming a partner indicates a forward-looking growth trajectory, presenting opportunities to introduce innovative financial tools, staff training solutions, and leadership development services tailored to support expanding advisory teams.

Canby Financial Advisors Tech Stack

Canby Financial Advisors uses 8 technology products and services including Percona, Google Fonts API, Acquia Cloud, and more. Explore Canby Financial Advisors's tech stack below.

  • Percona
    Database
  • Google Fonts API
    Font Scripts
  • Acquia Cloud
    Platform As A Service
  • PHP
    Programming Languages
  • Site24x7
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Canby Financial Advisors's Email Address Formats

Canby Financial Advisors uses at least 1 format(s):
Canby Financial Advisors Email FormatsExamplePercentage
FLast@canbyfinancial.comJDoe@canbyfinancial.com
81%
Last@canbyfinancial.comDoe@canbyfinancial.com
9%
First.Last@canbyfinancial.comJohn.Doe@canbyfinancial.com
5%
LastF@canbyfinancial.comDoeJ@canbyfinancial.com
5%

Frequently Asked Questions

Where is Canby Financial Advisors's headquarters located?

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Canby Financial Advisors's main headquarters is located at 161 Worcester Road, Ste. 408, Framingham, MA 01701, US. The company has employees across 1 continents, including North America.

What is Canby Financial Advisors's phone number?

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You can contact Canby Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Canby Financial Advisors's official website and social media links?

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Canby Financial Advisors's official website is canbyfinancial.com and has social profiles on LinkedIn.

What is Canby Financial Advisors's SIC code NAICS code?

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Canby Financial Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Canby Financial Advisors have currently?

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As of December 2025, Canby Financial Advisors has approximately 11 employees across 1 continents, including North America. Key team members include Vice President Of Operations: G. E.Financial Advisor, Managing Partner: C. B.Financial Advisor, Director Of Financial Planning: M. B. C.. Explore Canby Financial Advisors's employee directory with LeadIQ.

What industry does Canby Financial Advisors belong to?

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Canby Financial Advisors operates in the Financial Services industry.

What technology does Canby Financial Advisors use?

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Canby Financial Advisors's tech stack includes PerconaGoogle Fonts APIAcquia CloudPHPSite24x7Cloudflare Bot ManagementBootstrapGoogle Analytics.

What is Canby Financial Advisors's email format?

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Canby Financial Advisors's email format typically follows the pattern of FLast@canbyfinancial.com. Find more Canby Financial Advisors email formats with LeadIQ.

Canby Financial Advisors

Financial ServicesUnited States11-50 Employees

At Canby Financial Advisors, we provide financial planning and investment management services to help guide you successfully through every stage of life.  Whether you’re building a career, starting a family, running your own business or preparing for retirement, Canby Financial works closely with you to help meet your unique needs and goals . Guided by our comprehensive wealth management knowledge and experience, you’ll make the most of where you are today while moving confidently toward tomorrow.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC (finra.org/sipc.org), a registered investment advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. 

Canby Financial Advisors
161 Worcester Road, Suite 408
Framingham, MA 01760
508-598-1082
info@canbyfinancial.com
canbyfinancial.com



www.commonwealth.com/termsofuse.html

Section iconCompany Overview

Headquarters
161 Worcester Road, Ste. 408, Framingham, MA 01701, US
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Canby Financial Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Canby Financial Advisors's revenue is estimated to be in the range of $10M$25M

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