Our Investment Executive helps 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 Executive collaborates with you to determine your financial needs and accomplish your goals. Contact Bob today to see how he can help you!
Financial Investment Executive with Cape Cod Financial Services
Registered Representative with Infinex Investments, Inc.
IMPORTANT:Investment and insurance products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Cape Cod Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex 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.