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WHO WE ARE

OUR TEAM

Jim McGoldrick, CFP

Partner, Wealth Management Advisor

Jim McGoldrick, CFP

Partner, Wealth Management Advisor

Jim Boyd, CFP

Partner, Wealth Management Advisor

Jim Boyd, CFP

Partner, Wealth Management Advisor

Adam Bykowski, WMCP

Wealth Management Advisor

Adam Bykowski, WMCP

Wealth Management Advisor

Nancy Bennett

Private Client Associate

Nancy Bennett

Senior Registered Private Client Associate
Wealth Solutions Coordinator

Olivia Hoffman

Wealth Solutions
Client Experience Coordinator

Olivia Hoffman

Wealth Solutions
Client Experience Coordinator

Holly Sparks

Private Client Associate

Holly Sparks

Senior Registered Private Client Associate
Compliance and Projects Coordinator

Amy Rullo

Financial Planning Support Specialist

Amy Rullo

Client Relations Specialist
Financial Planning and Protection Specialist

Elizabeth Crandall

Client Relations Specialist
Client Reviews Coordinator

Elizabeth Crandall

Client Relations Specialist
Client Reviews Coordinator

Elizabeth Bratton

Client Relations Specialist
Retirement Education Class Coordinator

Elizabeth Bratton

Client Relations Specialist
Retirement Education Class Coordinator

Cane Financial Group is an industry leading financial services firm. We specialize in wealth management, retirement planning, and investment solutions, offering personalized guidance to help clients achieve their financial goals. Our team of experts provide valuable resources and expertise to navigate the financial landscape effectively.

quick info

  • 220 Gibraltar Road
    Suite 350
    Horsham, PA 19044
  • nbennett@financialguide.com
  • 215-293-9349
  • 267-744-4439

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Cane Financial Group, Inc. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044 (215) 441-8200.

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