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Wealth Management

Wealth Management

Investment Services

 

Cape Cod Five Investment Services

Mutual funds, annuities, individual stocks and bonds, and life insurance are available at Cape Cod Five locations. Investment products and services are offered through INFINEX, INVESTMENTS, INC. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc.

Meet our Cape Cod Five Investment Services team.

Name
Annette Crowley,
Infinex Investment Executive (bio)
E-mail acrowley@infinexgroup.com
Phone 508-247-2172
Location Chatham, Falmouth, Mashpee and Sandwich
Name Paul Probolus,
Infinex Investment Executive (bio)
E-mail pprobolus@infinexgroup.com
Phone 508-247-2155
Location Brewster, East Harwich and Harwich Port

Name Wayne LoPresto,
Infinex Investment Executive (bio)
E-mail wlopresto@infinexgroup.com
Phone 508-247-2137
Location Eastham, Orleans and Wellfleet
Name Cheryl Smith,
Infinex Investment Executive (bio)
E-mail csmith@infinexgroup.com
Phone 508-247-2196
Location Centerville, Dennis, Hyannis and Yarmouth

Infinex and the bank are not affiliated. These products and services are not FDIC-insured, and are not deposits or obligations of nor guaranteed by the Cape Cod Five Cents Savings Bank or bank affiliate. These products are subject to investment risk, including possible loss of value.

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