Cape Cod Financial Services - Home

Welcome! Cape Cod Financial Services is an independent financial services firm servicing beautiful Nantucket and Cape Cod. 

For more than 19 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 services firm, there is no pressure or incentive for us to choose one company’s product over another. Therefore, we can offer you a product appropriate for your needs after considering a wide variety of options. 
 

If you are new to Cape Cod Financial Services please see our What To Expect page and contact us for an appointment.

If you are an existing client you’ll find links to access your accounts and resources to make you a more knowledgeable investor.

Let’s get started!