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… situation and family needs. Here is some information to consider regarding the standard insurances out there as you take care of your … income insurance policy. Look for policies that cannot be cancelled, feature lifetime benefits and as much salary …
… of your personal financial information is Cape Cod 5’s top priority, and we employ multi-layered industry-leading … to protect it, regardless of which ways you choose to bank with us. To assist you in staying secure, we’ve provided information on how to protect yourself below. Protect your computer and …
… Our goal is to help our clients define and achieve their financial … Cape Cod 5's Wealth Management Services is the largest bank asset management firm headquartered on Cape Cod, … across a broad spectrum of needs. A Client-First Approach to Wealth Management We take a client-first approach to …
… serves on the Harwich Chamber of Commerce Board of Directors. Whether you’re changing jobs, planning for retirement, a college education or to leave a legacy behind, it makes sense to speak with John … . Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. …
… of community partnerships and philanthropic support to help build vibrant and sustainable communities. If you … Frequently Asked Questions When are your grant cycles, and how long will it take for me to receive funding? … at least two months prior to the date funds are needed. How will I know when a decision has been made? Applicants …
… . On Cape Cod, teachers from 33 schools were awarded grants to fund 62 projects. Approximately 100 local educators joined Cape Cod Five at the awards reception held at … to 114 teachers from schools across the communities the Bank serves. A brief ceremony was held, which included Cape …
… The Benefits of Remaining Invested Investors are once again being reminded that the stock market does not advance in a straight line. The recent … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… On Your Summer Reading List? By Jim Curran, Financial Know-How Program Manager July 3, 2023 For most students, summer … so! The school year can be intense, and it is vital to find time to relax, play and build friendships. Some … taking on the responsibility of a summer job and learning how to manage their personal finances for the first time. …
… assets is not only one of your primary goals - it’s ours too. At Cape Cod 5, we can assist you by serving as a … responsibility for preserving and transitioning your wealth to future generations and by fulfilling your legacy goals. … and filed, provide bill paying services and assist with banking needs Present you with a transparent fee which …
… Release date: October 17, 2022 Anna Hays, CFP® and Ben Wigren Join Cape … in managing fixed income instruments and their role in the total portfolio management process will be strong assets for … with the investment management arm of a large regional bank, which quickly became national in scale via mergers and …
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