Kane Financial

Kane Financial Kane Financial creates customized financial and investment plans for individuals preparing for retir

05/05/2026
Think Spring! It’s almost here…🌸
03/12/2026

Think Spring! It’s almost here…🌸

Help! Renee’s trapped in the Toys for Tots box and can’t get out until we fill it. Please donate a new toy and help save...
12/05/2025

Help! Renee’s trapped in the Toys for Tots box and can’t get out until we fill it. Please donate a new toy and help save the day! 🎄 🧸

Accepting new, unwrapped toys until December 15th.

We are deeply grateful and humbled to continue serving the community for another year. Wishing you and your loved ones a...
11/27/2025

We are deeply grateful and humbled to continue serving the community for another year. Wishing you and your loved ones a very Happy Thanksgiving! 🦃

~The Kane Financial Family

We’re excited to share that our office is once again serving as a Toys for Tots drop-off location this year!If you’d lik...
11/16/2025

We’re excited to share that our office is once again serving as a Toys for Tots drop-off location this year!

If you’d like to donate, please bring a new, unwrapped toy to the Kane Financial office, 151 W. Main St., Waterville, Monday–Friday between 9 a.m. and 3 p.m., now through December 15th.

To learn more about the Toys for Tots mission, visit their website: https://www.toysfortots.org/

Kane Financial proudly celebrates eight years of service today!We are deeply grateful to our incredible clients for the ...
11/07/2025

Kane Financial proudly celebrates eight years of service today!

We are deeply grateful to our incredible clients for the trust and confidence you have placed in us. Your continued support — along with that of our local community — has been the cornerstone of our journey from humble beginnings to an established, thriving practice. We look forward to many more years of building lasting relationships and serving our clients and community with dedication and care.

Fun side note: the photo on the left was Clint’s first “office” — his kitchen table back in 2017! The photo on the right shows his office today. What a journey it’s been — and your team couldn’t be prouder of you!

Creepin’ it real as Zombie Clint’s on a brain binge, the chaos bunny kidnapped Renee for a midnight hop through Watervil...
10/31/2025

Creepin’ it real as Zombie Clint’s on a brain binge, the chaos bunny kidnapped Renee for a midnight hop through Waterville, Kristi’s busy trying to find where she left her head this time, and raven lady Danielle’s stirring up gossip on her midnight flight. Together, we’re brewing up more tricks than treats—wishing you a hauntingly good Halloween from the Team at Kane Financial! 🎃👻🧟🐦‍⬛

Mark your calendars. Waterville is the place to be this Saturday!
09/15/2025

Mark your calendars. Waterville is the place to be this Saturday!

Come out and enjoy the day! Great Music, Great Food and Great People!

We are proud to announce exciting team milestones as Kane Financial continues to grow its capabilities and deepen its co...
08/12/2025

We are proud to announce exciting team milestones as Kane Financial continues to grow its capabilities and deepen its commitment to client service.

Renee Jarosz has been promoted to Chief Operating Officer (COO). Since joining Kane Financial in 2021, Renee has overseen all operational processes, ensuring accurate and timely account transfers, seamless onboarding, and efficient day-to-day workflow. In her new leadership role, Renee will continue to build operational systems that support exceptional service and long-term growth.

Clinton Kane, Founder and Lead Advisor, expressed gratitude for Renee’s leadership and dedication, stating, “Renee has been the driving force behind our operations for years. Her leadership and commitment have been instrumental in building the trusted processes our clients rely on.”

The firm is also excited to welcome Danielle Hartman, who recently joined the team and has passed the Series 65 exam, officially becoming an Investment Advisor Representative. Danielle will support the firm’s investment research and planning efforts, bringing energy and a fresh perspective to client portfolios.

“Danielle’s immediate commitment to earning her advisory license shows her drive and readiness to contribute,” said Kane. “We’re thrilled to have her on board.”

Also central to the firm’s success is Kristi Kosmoski, who plays a key role in ensuring that every new client is set up correctly across the firm’s internal systems and that compliance procedures are consistently followed. While her title remains unchanged, Kristi's consistent ex*****on and eye for detail help keep the firm running smoothly every day.

“Kristi is a steady hand in our operations and compliance efforts,” Kane added. “Her professionalism and reliability give us the confidence to grow while staying grounded.”

These developments reflect the practice's focus on assembling a team of professionals who care deeply about clients, each other, and the shared mission of delivering independent, high-integrity financial advice.

Address

151 West Main Street
Waterville, NY
13480

Opening Hours

Monday 8:30am - 3:30pm
Tuesday 8:30am - 3:30pm
Wednesday 8:30am - 3:30pm
Thursday 8:30am - 3:30pm
Friday 8:30am - 3:30pm

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