Our Investment Executives help develop client relationships with individuals and businesses who benefit from a personalized and custom approach to investing. From individual portfolios, business valuations, succession planning and more, our Investment Executives collaborate with you to determine your financial needs and accomplish your goals. Contact Bob or Kate today to see how they can help you!

Broker Check FINRA

Financial Investment Executive with Cape Cod Financial Services
Registered Representative with Osaic Institutions, Inc.

IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Cape Cod Financial Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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