Kane Financial Planning

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

1 Darling Dr, Avon, Connecticut, 06001, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Kane Financial Planning

Kane Financial Planning specializes in empowering clients to take control of their financial futures through personalized guidance, education, and partnership. The firm primarily serves corporate executives, physicians, and business owners, particularly those transitioning into or navigating retirement. Their services include comprehensive financial planning, portfolio management, and risk management, tailored to meet the unique needs of each client. With a commitment to fiduciary standards, Kane Financial Planning ensures that clients' best interests are prioritized in all financial decisions.Explore more
Kane Financial Planning's Social MediaPopular SearchesKane Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kane Financial Planning

<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kane Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kane Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kane Financial Planning.

Kane Financial Planning Tech Stack

A closer look at the technologies used by Kane Financial Planning

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Frequently Asked Questions Regarding Kane Financial Planning

What is Kane Financial Planning's official website?
Kane Financial Planning's official website is www.kanefinancialplanning.com
What is Kane Financial Planning's Revenue?
Kane Financial Planning's revenue is <$5 Million
What is Kane Financial Planning's SIC code?
Kane Financial Planning's SIC: 62,628
What is Kane Financial Planning's NAICS code?
Kane Financial Planning's NAICS: 52,523
How many employees does Kane Financial Planning have?
Kane Financial Planning has 1-10 employees
What industry does Kane Financial Planning belong to?
Kane Financial Planning is in the industry of: Finance, Securities Trading
What is Kane Financial Planning competition?
Kane Financial Planning top competitors include: Vertex Capital Advisors, Focus Financial Network, Bollin Wealth Management, Copper Canyon Wealth Management
What technology does Kane Financial Planning use?
Some of the popular technologies that Kane Financial Planning uses are: Google Font API, Microsoft 365, Google Tag Manager, Amazon Web Hosting
What does Kane Financial Planning do?

Kane Financial Planning specializes in empowering clients to take control of their financial futures through personalized guidance, education, and partnership. The firm primarily serves corporate executives, physicians, and business owners, particularly those transitioning into or navigating retirement. Their services include comprehensive financia... l planning, portfolio management, and risk management, tailored to meet the unique needs of each client. With a commitment to fiduciary standards, Kane Financial Planning ensures that clients' best interests are prioritized in all financial decisions.Read More

What are Kane Financial Planning social media links?
Kane Financial Planning Linkedin page
Is Kane Financial Planning a public company?
Kane Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Kane Financial Planning

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