About
Located in Waterville, NY
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Meetings
Communication
Availability
Community
Giving back to our local community is a core value of our practice. If your organization is in need of sponsors, please contact the office as we would be glad to help in any way that we can. We look forward to continuing to…
KF Update – Market & Business Updates Spring 2026
7 Minute Read We hope you’re doing well and looking forward to some nicer weather ahead. We wanted to share a few important updates, including recent market activity, Schwab’s transition to a fully digital platform, and a few timely reminders. We hope you find this…
KF Update – Reflecting on the Year and Preparing for 2026
Kane Financial Update – Reflecting on the Year and Preparing for 2026 7 Minute Read We hope you’re doing well and gearing up for the holidays! We wanted to send a quick note with updates on the markets and economic data, plus a few things to…
KF Update – New Tax Legislation and Business Updates
7 Minute Read I hope you’re doing well and enjoying your summer! I wanted to share some important details about the recently passed tax legislation. We’ve also made some exciting additions and updates to the Kane Financial team. I hope you find this information helpful….