Investment Services

Our team will work with you to find the right solutions to fit your needs.

  • Financial Planning
  • Retirement Services  – Traditional IRAs, Roth IRAs, Rollover IRAs, 401(k) Plans
  • Education Services – 529 College Savings Plans, ESAs, UTMA/UGMAs
  • Mutual Funds – Wide Choices of Mutual Fund Families available
  • Annuities – Fixed and Variable
  • Insurance – Life Insurance, Long Term Care Insurance
  • Brokerage Services – Stocks, bonds and other securities
  • Separately Managed Accounts
  • Small Business Services – SEPs, Simple Plans and 401(k) Plans
  • Employee Benefits
  • Succession Planning

Contact our experienced team

To learn more about the members of our investment services team, access the BrokerCheck® service below provided by the Financial Industry Regulatory Authority (FINRA).

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Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Cape Cod Five Investment Services is a trade name of the bank. 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.

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

Need Help?

Call 888-225-4636

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