Support you can trust for your business and personal finances.

Our Cape Cod Financial Services representatives are committed to the success of all our business clients. They are here to help so that you can focus on managing the products and services you are passionate about. They can assist with:

  • Implementing a retirement package for your employees
  • Retirement planning for business owners
  • Executive compensation arrangements
  • Creating separation between your business and personal finances
  • Business succession planning
  • Personal and business insurance (Life, Long-Term Care and Disability)
  • Investing capital to help grow your business.

Kate DiMascolo and Robert Martin would love to review the financial topics that concern you and your business. Contact them today.

Contact an Investment Executive


Looking For Additional Information on Financial Planning?

See our resources below.