# Cane Financial Group
Source: https://planprovider.pro/provider/cane-financial-group

> Founded in 1974, Cane Financial Group (also known as Team Cane or Cane Team) works with retirement plan sponsors and individuals on planning decisions that t…

Retirement Plan Advisor

Braintree, MA

## About Cane Financial Group

<p>Founded in 1974, Cane Financial Group (also known as Team Cane or Cane Team) works with retirement plan sponsors and individuals on planning decisions that tie back to personal goals and priorities.</p>

<p>Headquartered in Braintree on Boston’s South Shore, the firm supports clients nationwide with retirement and 401(k) planning as part of its broader wealth management practice. Cane Financial Group reports $2 billion in assets under management.</p>

<p>For employer plans, the team helps with plan design decisions, compliance support, and participant advice. Clients also use the firm for tax planning, estate planning, and other corporate and individual financial needs.</p>

<p>What sets Cane Financial Group apart is its values-based planning style combined with a multidisciplinary team; the firm notes more than two centuries of combined experience across its professionals. Advisory services are offered through Lincoln Investment or Capital Analysts Registered Investment Advisers.</p>

<ul>
<li>Retirement plan support: plan design and compliance</li>
<li>Participant guidance and education</li>
<li>401(k) and retirement planning within wealth management</li>
<li>Tax planning and estate planning coordination</li>
<li>Works with corporations and individuals across the U.S.</li>
</ul>

Website: [https://www.cane-team.com/services/401k-planning/](https://www.cane-team.com/services/401k-planning/)

Founded: 1974

## Office Locations

- Braintree, MA (Headquarters)

## Accreditations & Certifications

- AIF®

## Services Offered

- Plan Design Consulting

- Compliance Services

- Participant Investment Advice

## Team Members

- **Chris Connolly**, Parter - Braintree, MA

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