Cape Cod Wealth Strategies & Insurance Services, LLC

( 46 Reviews )

16 Forsythe Ave
South Yarmouth, MA 02664
(508) 776-1168
Website

Listing Incorrect?

Hours

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Thursday:

8:00 AM - 5:00 PM

Friday:

8:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

CALL DIRECTIONS WEBSITE REVIEWS

Chamber Rating

Verified Member

4.9 - (46 reviews)

About
^{Cape Cod Wealth Strategies & Insurance Services, LLC}

Certified financial planner on Cape Cod providing 401k advice, pension maximization, fixed annuities, life & disability insurance, business & estate continuation funding.

Contact Info

(508) 776-1168
(508) 619-3170
[email protected]
Website

Products

Asset Allocation
Educational planning (529's/UGMA/UTMA)
Financial Planning & Investments
Life & Long Term Care Insurance
Retirement planning (IRA'S/Pensions/401k's/403b's)
Risk Management

Images

Questions & Answers

Q What is the phone number for Cape Cod Wealth Strategies & Insurance Services, LLC?

A The phone number for Cape Cod Wealth Strategies & Insurance Services, LLC is: (508) 776-1168.

Q Where is Cape Cod Wealth Strategies & Insurance Services, LLC located?

A Cape Cod Wealth Strategies & Insurance Services, LLC is located at 16 Forsythe Ave, South Yarmouth, MA 02664

Q What is the internet address for Cape Cod Wealth Strategies & Insurance Services, LLC?

A The website (URL) for Cape Cod Wealth Strategies & Insurance Services, LLC is: http://www.capecodwealth.com/

Q What days are Cape Cod Wealth Strategies & Insurance Services, LLC open?

A Cape Cod Wealth Strategies & Insurance Services, LLC is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM

Q How is Cape Cod Wealth Strategies & Insurance Services, LLC rated?

A Cape Cod Wealth Strategies & Insurance Services, LLC has a 4.9 Star Rating from 46 reviewers.

Hours

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Thursday:

8:00 AM - 5:00 PM

Friday:

8:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

Ratings and Reviews
^{Cape Cod Wealth Strategies & Insurance Services, LLC}

Overall Rating

( 46 Reviews )

Write a Review

Bharat Banjara _{on Google}

Nov 21st, 2023

Nice people

Robert Moreau _{on Google}

May 9th, 2023

CCW&S Has been very quick to react to questions or problems.
Their financial performance has been Quite satisfactory for us.

Amelia Marcin _{on Google}

Apr 9th, 2023

Dustin and his assistants have been invaluable to me. I couldnt exist without them!

Business Response_{on Google} ^{Dec 28th, 2022}

Thank you for the kind words and its been such a pleasure working with you!

Charlene Peterson _{on Google}

Apr 5th, 2023

Lou Chiocco _{on Google}

Mar 21st, 2023

We are pleased with Dustin handling our investments. He promptly answers our calls and courteous and professional. He diligently keeps us informed on a regular basis. We have a lot of confidence in him and his company to advise us with our investments.

Cape Cod Wealth Strategies & Insurance Services, LLC