Cape Cod Wealth Strategies & Insurance Services LLC

About

Cape Cod Wealth Strategies & Insurance Services provides quality financial strategies, and offers insurance and financial products and services, and employee benefits services to businesses and individuals.

Story

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.


Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment
Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor.
Cape Cod Wealth Strategies & Insurance Services LLC is not affiliated with APFS and APA.

Mission

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Cape Cod Wealth Strategies & Insurance Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

Products

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.