Retirement and Personal Financial Planning. Specializing in areas of Medicare Planning, Life Insurance, Long-term care Insurance, IRA's and Retirement Accounts.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals.
Wealth advisory services primarily for a select group of business owners and professionals who among other things aspire to that work optional lifestyle.
The Cape Cod Five Cents Savings Bank is an independent community bank committed to serving customers by understanding their financial goals.
We live and work where our Customers do. And for us, community means much more than sharing a zip code. It's lending a helping hand and donating our time to local causes. And we're happy to do it.
Since 1921, we’ve been doing business on the Cape. Our board members and bank executives are Cape Codders. Our bankers know the Cape and understand this marketplace. Decisions are made right here on Cape Cod, not in Boston, Charlotte, Toronto, or Europe. If you need to talk with us, we’re here and we’re listening…from the CEO on down the line. With branches from Falmouth to Harwich, our team of local professionals provide a positively different approach to local banking for individuals, families, businesses, and municipalities. We welcome the opportunity to help you with your banking needs, and look forward to working with you. We think you’ll appreciate our positively different approach.