About
Located in Waterville, NY
Registered Investment Advisor
Fiduciary
Independent
Fee Only
Phone: (315) 801-9028
Our Process
Discovery
Guidance
Onboarding
Ongoing Reviews
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Services
Customized Financial Planning
Investment Management
Retirement Accounts
Social Security Analysis
403(b) Retirement Plans K-12
Retirement Income Planning
KF Update – New Team Member & Business Updates
4 Minute Read Good morning, I hope this email finds you well and you are having a great summer! I am really excited to announce that we have officially added a new full-time team member to Kane Financial, Renee Jarosz. Renee lives in Frankfort with…
KF Update – Inflation Thoughts
6 Minute Read Good afternoon, I hope this emails finds you well and you are getting ready for some wonderful weather headed our way in upstate New York. I wanted to touch on a few of this week’s events in the markets, particularly the…
KF UPdate – Taxes, IRAs, & Market Thoughts
4 Minute Read Good afternoon and Happy Spring! A beautiful few days in the forecast in upstate New York, golf courses are starting to open, and Syracuse came out with a great performance and win in the opening round of the NCAA tournament! Things are…
