Cape Cod Financial Services

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

104 Pleasant St Ste 2, Hyannis, Massachu...

Phone Number

(508) 413-2601

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cape Cod Financial Services

Cape Cod Financial Services is an independent financial services firm that has been assisting individuals and families in Nantucket and Cape Cod for over 26 years. Their mission is to help clients achieve financial security and work towards their financial goals without the pressure of promoting specific products. The firm offers a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. They prioritize client education and provide resources to help clients become more knowledgeable investors.Explore more
Popular SearchesCape Cod Financial ServicesCod Financial ServicesCape Cod Financial Computer Services IncSIC Code 62,628NAICS Code 52,523Show more

Cape Cod Financial Services Org Chart

PhoneEmail
RJ
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President & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cape Cod Financial Servic...

<$5M
1-10
Private
-
1970
RJ
Russell JacobsonPresident & Owner
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
1988
NC
Nicholas CartronOperations Associate
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
2005
NC
Nicholas CarneyFinance Intern
<$5M
1-10
Private
-
-
CO
Carolyn OnionsDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cape Cod Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cape Cod Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cape Cod Financial Services.

Cape Cod Financial Services Tech Stack

A closer look at the technologies used by Cape Cod Financial Services

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Frequently Asked Questions Regarding Cape Cod Financial Services

What is Cape Cod Financial Services's official website?
Cape Cod Financial Services's official website is www.capecodfs.com
What is Cape Cod Financial Services's Revenue?
Cape Cod Financial Services's revenue is <$5 Million
What is Cape Cod Financial Services's SIC code?
Cape Cod Financial Services's SIC: 62,628
What is Cape Cod Financial Services's NAICS code?
Cape Cod Financial Services's NAICS: 52,523
How many employees does Cape Cod Financial Services have?
Cape Cod Financial Services has 1-10 employees
What industry does Cape Cod Financial Services belong to?
Cape Cod Financial Services is in the industry of: Finance, Securities Trading
What is Cape Cod Financial Services competition?
Cape Cod Financial Services top competitors include: Carney Financial Group, Stratton & Cote Financial, Widmann Financial Services, Financial Alternatives
What technology does Cape Cod Financial Services use?
Some of the popular technologies that Cape Cod Financial Services uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Cape Cod Financial Services?
Cape Cod Financial Services contact info: Phone number: (508) 413-2601 Website: www.capecodfs.com
What does Cape Cod Financial Services do?

Cape Cod Financial Services is an independent financial services firm that has been assisting individuals and families in Nantucket and Cape Cod for over 26 years. Their mission is to help clients achieve financial security and work towards their financial goals without the pressure of promoting specific products. The firm offers a range of service... s including accumulation, risk management, taxation, business planning, retirement planning, and estate planning. They prioritize client education and provide resources to help clients become more knowledgeable investors.Read More

Is Cape Cod Financial Services a public company?
Cape Cod Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Cape Cod Financial Services

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