John Kane work email
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Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.John is securities registered in the following states: CA, CO, DE, FL, GA, MD, MA, NH, NJ, NY, NC, PA, SC, SD, TX, VA, and WV.
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Financial PlannerDelphi Wealth Management Group, Llc Nov 2017 - PresentWest Chester, PaAs an Independent Advisor/Partner of Delphi Wealth Management Group, I am committed to establishing and maintaining meaningful relationships with my clients by continually putting their best interests first. With state of the art technology and resources, I am better able to customize my client's financial plan to ensure it is tailored to their goals as well as ensuring efficiency and accuracy. I design strategies that assist with wealth accumulation during clients’ working years. I also… Show more As an Independent Advisor/Partner of Delphi Wealth Management Group, I am committed to establishing and maintaining meaningful relationships with my clients by continually putting their best interests first. With state of the art technology and resources, I am better able to customize my client's financial plan to ensure it is tailored to their goals as well as ensuring efficiency and accuracy. I design strategies that assist with wealth accumulation during clients’ working years. I also assists with wealth distribution (legacy planning) for client heirs, in an effort to help my clients pass assets to their loved ones in the most tax-efficient and legal manner. Show less -
Wealth AdvisorCitadel Federal Credit Union Mar 2014 - Nov 2017West Chester, Pa -
Senior Financial AdvisorCuso Financial Services, Lp At Citadel May 2003 - Mar 2014Works closely with customers to offer professional guidance on retirement planning, college savings, asset management and preservation. Able to offer experienced advice on asset allocation and portfolio management strategies as well as evaluate investment and insurance products to ensure maximum efficiency.
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Registered Sales AssistantAtlantic Federal Credit Union Sep 2001 - May 2003Assistant to an experienced Registered Investment Representative. Serviced client accounts, intitiated investment strategies, assisted with scheduling and gained an overall knowledge of financial planning. Also developed a client management contact and tracking tool, which created efficiency in client reviews, reporting and contact management.
John Kane Skills
John Kane Education Details
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Economics
Frequently Asked Questions about John Kane
What company does John Kane work for?
John Kane works for Delphi Wealth Management Group, Llc
What is John Kane's role at the current company?
John Kane's current role is Financial Planner.
What is John Kane's email address?
John Kane's email address is jo****@****fcu.org
What is John Kane's direct phone number?
John Kane's direct phone number is +161045*****
What schools did John Kane attend?
John Kane attended Widener University.
What skills is John Kane known for?
John Kane has skills like Investments, Retirement Planning, Financial Analysis, Strategic Financial Planning, Portfolio Management, Financial Services, Series 7, Banking, Mortgage Lending, Insurance, Asset Allocation, Retirement.
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