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Cape Cod 5 Wealth Management Reaches $2 Billion in Combined Assets
… In 2024, Cape Cod 5 enters its 20th year providing full-service Wealth Management to clients on the Cape, Islands … comes as the team celebrates 20 years of providing full-service wealth management offerings to clients on Cape Cod, … retirement planning, asset management, and brokerage services. Supported by all of the banking offerings …
Cape Cod 5 Chair and CEO Dorothy Savarese Named to Most Powerful Women in Banking list
… professional achievements, their influence in the financial services industry and for the strength of the institutions …
Cape Cod 5 Modernizes its Foundation Structure
… stewardship; and community health, human need and active service members’ and veterans’ needs.  To find out more …
Cape Cod Five Collects Thousands of Items for Holiday Donation Drive for Troops Overseas
… troops who will be away from home during the holidays. “Our servicemen and servicewomen are dedicated to protecting our country and our … by 12-year-old Dylan DeSilva to honor our troops for their service, dedication and sacrifices to our country. Each …
Cape Cod Five Announces Barbara Knapp’s Retirement
… started her career with Cape Cod Five in 1975 as a Mortgage Servicing Clerk. During her banking career, she held a …
Business Cybersecurity - What you need to know
… control practices. Utilize Cape Cod 5’s Treasury Management Services to help mitigate and prevent account takeovers. Be an ambassador – share this information with others.     Credit: FBI IC3 Advisory. Sources: Kaspersky, Federal Bureau …
Tax Identity Theft – How to Protect Yourself and Identify Warning Signs
… research before you start working with them.  Check your credit report* regularly (or at least once a year) for free at annualcreditreport.com to ensure that no one has opened a new … be sure that you recognize the places you applied for credit  Consider freezing your credit with each of the three …
Cape Cod 5 Commits $500,000 to Support Local COVID-19 Relief Efforts
… for Nantucket $25,000 to Martha’s Vineyard Community Services $25,000 to South Shore Community Action Council  … of modifications and accommodations to our products and services, and will also be introducing new loan programs …
Protect Yourself from Scams this Giving Season
… to be honest, play it safe and go directly to its website rather than clicking a link or giving information over … Scammers are very good at creating seemingly legitimate sites, which are actually fake, or spoofing a charity’s … www.charitywatch.org   You can also go to the IRS website to confirm an organization’s tax-exempt status. …
Cape Cod Five’s Dorothy Savarese Named to American Banker’s List of “25 Most Powerful Women in Banking”
… have made on their companies, communities and the financial services industry. This year, the magazine highlighted …
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