NEW HARTFORD — Kane Financial formally opened its office at 8469 Seneca Turnpike in New Hartford with a Feb. 8 grand opening and ribbon-cutting event with the Greater Utica Chamber of Commerce. Founded in 2017, Kane Financial is a fee-only, registered investment advisor (RIA) practice focused on working with business owners, retirees, and young professionals, […]
NEW HARTFORD — Kane Financial formally opened its office at 8469 Seneca Turnpike in New Hartford with a Feb. 8 grand opening and ribbon-cutting event with the Greater Utica Chamber of Commerce.
Founded in 2017, Kane Financial is a fee-only, registered investment advisor (RIA) practice focused on working with business owners, retirees, and young professionals, according to a Greater Utica Chamber news release.
“I’m passionate about working with clients to help them lower fees, streamline their investments, and plan/navigate their retirement,” Clinton Kane, founder and owner, said in the release.
He has created a service model where clients can pay by the hour, per project, or on a monthly basis for ongoing financial-planning support. All pricing is posted on his website.
College planning, cash flow, debt repayment, and 401(k) analysis are among the services that Kane Financial offers clients, in addition to investment management, retirement accounts, business retirement plans, and estate planning.
Kane began his career in financial planning as an intern in 2005 while studying business at SUNY IT (now called SUNY Poly). He continued working in the industry and became a licensed financial planner, portfolio manager, and retirement plan advisor.
Kane is a member of XY Planning, a network of other RIAs across the United States.
