Investment Center

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.

Investment Officers

• 
  Robert Martin, CSSCSVice President, Cape Cod Financial Services; Investment Executive, Osaic Institutions
• 
  Kate DiMascoloOfficer, Cape Cod Financial Services; Investment Executive, Osaic Institutions

To schedule an appointment, contact one of our Financial Advisors.

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Important Information: Investment and insurance products and services are offered through Osaic Institutions Inc. Member FINRA/SIPC.  Cape Cod Financial Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions 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.