Cape Cod Financial Services is an independent financial services firm servicing beautiful Nantucket and Cape Cod. For more than 23 years, we have been helping individuals and families pursue financial security and control over their money. Our mission is to help people work toward their financial goals and dreams.
Because we are an independent financial
Our firm takes pride in providing personalized, comprehensive, and holistic planning for our clients. We offer unique strategies and solutions tailored to your specific situation. Our goal is peace of mind for our clients-we want to form a valuable relationship that keeps you feeling organized, gives you good direction, and helps you sleep better at