Cape Cod Financial Services located at The Cooperative Bank of Cape Cod is a relationship between the Bank and Osaic Institutions Inc. 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 Kate DiMascolo and Robert Martin 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. They are affiliated with the Bank and Osaic Institutions and maintain the necessary education, licenses and registrations that enables them to effectively offer financial planning and investment products and services to our customers.
Osaic Institutions, Inc. Member FINRA/SIPC is a full-service brokerage firm and an insurance agency.
Financial Planning and Resources
See other topics related to Financial Planning.