Cape Cod Financial Services located at The Cooperative Bank of Cape Cod is a relationship between the Bank and Infinex Financial Group to offer planning, products and services that help our customers achieve their financial goals.

We understand that the financial needs of our customers is both complicated and diverse. Our Investment Executives, Robert Martin and Dwight Pierce, are available to help develop, review and execute the appropriate financial plans for each individual’s long-term needs; such as retirement, retirement income, estate planning, education planning, and retirement plans for businesses to offer their employees. Bob and Dwight are affiliated with the Bank and Infinex Financial Group. They maintain the necessary education, licenses and registrations that enables them to effectively offer financial planning and investment products and services to our customers.

Infinex Investments, Inc. Member FINRA/SIPC is a full-service brokerage firm and an insurance agency.

Investment Executives

Robert Martin

Robert Martin, CCSCS, CIMA

Serving the communities of: East Harwich, East Dennis, Hyannis, and Sandwich.

Call Bob Martin at 508.568.1250, or email him directly rmartin@infinexgroup.com. Bob is available to meet with you at your convenience at his office in our Hyannis Branch or by appointment at a location convenient to you. Read Bob’s Bio

Dwight Pierce

Dwight Pierce

Serving the communities of: Falmouth, Marstons Mills, North Falmouth, West Barnstable and Yarmouth Port.

Call Dwight Pierce at 508.568.3408, or email him directly dwightpierce@infinexgroup.com. Dwight is available to meet with you at your convenience at his office in our Marstons Mills Branch or by appointment at a location convenient to you. Read Dwight’s Bio

 

BrokerCheck

To schedule an appointment, contact our Investment Executive.

Financial Planning and Resources

See other topics related to Financial Planning.