Now more than ever, having a financial plan is important to help you assure your financial future. Cape Cod Financial Services can help you by developing a clear understanding of your unique situation, and helping you design a plan that works to meet your own personal needs. No matter what your goals are – education for your children, saving for retirement, seeking tax-advantaged options, or anything else-we can help you reach them. Get access to new investments that will fit with your existing portfolio or begin an investment from step one. With access to a diverse group of products and the benefit of years of experience, we will work with you to help you realize your goals. We want to help make this process as simple and convenient as possible. Our commitment to the community we serve and our dedication to quality service combine to help you, our customer, develop the investment strategy that can deliver the results you want.
Whatever your needs, we can help with:
- Free Portfolio Analysis
- Dollar Cost Averaging
College Savings Programs
- 529 Plans
- Coverdell Education Savings Accounts
- Custodial Accounts
- Individual Plans
- Traditional and Roth IRAs
- 401(k) and 403(b) Plans
- Money Purchase Pension Plans
- Profit Sharing Plans
- SEP and Simple IRAs
- Long Term Care
- Permanent Life
- Single Premium Variable Life
- Term Life
- Business Continuation Plans
- Fixed, Immediate, and Variable
- 4,000+ different funds available
- Corporate and Municipal Bonds
- Tax Free Mutual Funds
- Unit Investment Trusts
- New York, American & OTC
Serving the communities of: East Harwich, East Dennis, Hyannis, Falmouth and North Falmouth Call Bob Martin at 508.568.1250 or 800.641.1100, or email him directly email@example.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
Please Note: Standard email is not encrypted. For your protection, please do not include any personal non-public or account specific information in any email you send. Important Information: 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.
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