Cape Cod Financial Services' Financial Investment Officer, a registered representative of Infinex Investments, Inc.:
Investment Services |
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Today, more than ever before, it is crucial to create a financial plan to assure your financial future. We help you by developing a clear understanding of your unique situation and work together with you to find the answers to meet your own personal needs. Whether your goals are education for your children, saving for retirement, generating income or growth, or seeking tax-advantaged options, we can help. We can offer access to new investments that will work well with your existing portfolio to benefit your long term goals or help you begin an investment from step one. With access to a diverse group of products and the benefit of long experience we will work with you, to help you realize your goals. Whatever your needs, we can help with:
General Services
Retirement Plans
College Savings Programs
Annuities
Insurance
Mutual Funds
Stocks
Fixed Income
Call Jon Henderson today to take the first step in planning for your future. Jon is available to meet with you at his office or by appointment in any of our branches at your convenience.
Important Information:
Investment products are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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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