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About Us

POINTING YOU IN THE RIGHT DIRECTION

Who We Are

Our goal is to help individuals and businesses solve their financial problems in a cost-effective manner by providing them with customized solutions using life, health, and disability insurance products that suit their goals, needs, objectives, and resources. We pride ourselves on personalized service and attention to detail, always upholding our motto of “Trust, Integrity, and Service” to our clients.

Canton Financial offers those who do business with us many real-life experiences shared by our clients. With over 35 years of expertise, we seek long-term relationships with those who might benefit from these experiences, financial affiliations, and advisory networks, enabling us to offer personalized solutions. We provide asset protection and legacy planning for individuals and families.

Our customized programs are tailored to meet the needs of diverse groups including; professionals, seniors, entrepreneurs, and business owners. We evaluate the risks and benefits of many options to develop a program that offers opportunities for financial gain as well as protection. We take advantage of a network of financial, tax, and legal specialists to provide you with sound advice.

Images of working with business and elderly clients

founder & principal

About Jim Maltz

Jim Maltz

Member of: 

  • Million Dollar Round Table
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals

Jim Maltz began his career in financial services in 1983. He brings a diverse, educational background into his field which supports his ability to clarify complicated issues and concepts, relating to legal and financial issues.

He is recognized for his ability to speak and has addressed many various groups including Boston Senior Citizen groups, Hospitals, Area Councils on Aging, as well as, business, social and professional organizations on topics such as tax savings, catastrophic illness, investment, and asset protection. He has co-authored a book and written numerous articles on senior issues for local and national publications. Jim is a teacher and moderator to other financial professionals on “Planning for Seniors.” He also hosted local Cable TV programs, “Financial Concerns of Seniors” and “Financially Speaking.” In addition, he had a weekly newspaper for many years discussing financial issues.

Mr. Maltz, as a Licensed Insurance Advisor, can perform services on a fee basis much like your accountant and attorney. Once you have been presented with our recommendation, you are free to do business with any agent or broker you choose. He brings a diverse, educational background into his field, which supports his ability to clarify complicated senior issues and concepts relating to seniors’ finances. He is a graduate of the University of Massachusetts (Bachelor’s Degree, 1974) and Northeastern University (Master’s Degree, 1978) with continuing education at Harvard University and Bentley College.

His personal experiences with the ravages of illness and the financial and psychological effects that a long-term disability can have on a family led him to concentrate his work primarily with people age 55 and over, educating and assisting them with their particular needs in financial matters. When Jim was age two, his father became a semi-invalid and died in a rehabilitation center at age 88. His mother died in a nursing home at age 90.

Client Testimonials

“I have been a client of Jim’s for over 38 years.  He has always looked out for my best interest with his expertise, compassion, and integrity. I have always been provided with choices when planning my financial portfolio. This has been very empowering for me, especially while navigating a painful divorce and a family tragedy. Thanks to Jim and the diligent work he has provided, I’m on solid ground. I would not be where I’m without his help over the years. Thank you, my friend and financial planner.”

 

Debra D.
Huntington, MA

“Knowing that I was looking for a good financial planner, a friend introduced me to Jim Maltz. After just one consultation I knew he was the right financial planner for me. He listened to my needs, goals, and concerns rather than pushing a boilerplate plan like so many other financial advisors. And, unlike “others”, he never pushed selling me anything.

At the time my wife was beginning to exhibit early signs of memory loss, his advice was tailored to my specific needs. Thanks to Jim’s advice, I was able to reposition and manage my assets for what is best for my retirement and my wife’s Alzheimer’s. For financial advice, I cannot think of a more knowledgeable person.”

 

Larry L.
Sharon, MA

“Thank you for the many years of financial guidance. When you gave a presentation at Mass. General Hospital, my former employer, I was impressed with your ability to summarize the issues facing those of us who were planning for retirement. After your presentation, I asked you a question that I had previously asked others. I had not been able to get a satisfactory answer. Your answer made sense and I felt I had found someone who was knowledgeable, and I could work with full confidence.

Over the years, we have reviewed and adjusted my portfolio based on my philosophy concerning risk and your input. You have provided wise counsel and have displayed an ethical and professional demeanor. Keep up the good work.”

 

Barbara B.
Lynn, MA

“Jim Maltz has been a trusted advisor for me for more than 30 years. We first met Jim when he did a presentation for a group of Veterans at the Boston Veterans Administration. During our 30 plus year relationship, Jim advised and helped us to find the money. We saved taxes and repositioned assets to pay off our mortgage almost 10 years early, buy two cars with no monthly payments, and he guided us in investments in mutual funds, annuities, and life insurance. He has always been focused on the best ways to protect our financial interests and wishes. With my husband’s passing in 2021, Jim has gone above and beyond to assist me in navigating through the affairs of my late husband’s estate.  I highly recommend him to all.”

 

Mary Ellen C.
Ashland, MA

“My husband and I have been clients of Jim Maltz for over 35 years. In that time, Jim went from being our financial planner and “money guru” to our dear friend. Jim has always been immensely helpful to us. Years ago, he helped us set up our first life insurance policies when we weren’t sure it was something we could afford. He helped us find the funds to pay for it. Today as we get closer to retirement, we feel well prepared for our future thanks to Jim’s knowledge, advice, and dedication. He was genuinely a good find for us. We would highly recommend him for your financial needs.”

 

Barbara and Bill B.
Bridgewater, MA

“I've known Jim Maltz socially for a number of years and I knew that he did financial planning for several mutual acquaintances. When my attorney retired, and I needed to find someone new to rewrite my wife's and my wills I asked Jim if he could recommend someone. He gave me 3 names and suggested that my wife and I schedule appointments with all 3 to interview them and see which would be the best fit for us. That lead us to a number of casual conversations related to financial planning and ultimately to working with Jim as our financial planner.  

He has a unique style for gathering information and makes recommendations according to the needs and wishes of his clients. He doesn't recommend a one size fits all approach to investments. He is patient when there are questions asked and he is diligent about finding just the right vehicles to match the needs of his clients. He is an honest, caring, concerned, and talented financial planner, and my wife and I are delighted to be working with him.”

 

Howard J.
Randolph, MA

“I worked with Jim for close to 20 years.  He has always treated me as a friend, not a client, keeping my money safe.”

 

Jack H.
Canton, MA

Two men working together at desk

Ready to work with us?

Canton Financial offers those who do business with us many real-life experiences shared by our clients. We seek long-term relationships with those who might benefit from these experiences, financial affiliations, and advisory networks, enabling us to offer personalized solutions.

We ask you where you want to go, then provide you with a financial road map to point you in the right direction.

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