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… you with your financial journey. At Cape Cod 5, we take a comprehensive and collaborative approach to the discovery … Team at 877-409-5600 Email Us Send us a message using the form below Meet Us Learn more about our Wealth Team or Speak … This question is for testing whether or not you are a human visitor and to prevent automated spam submissions. Please …
… ) designation. She graduated with an Associate’s Degree in Communication from Cape Cod Community College. A native Cape Codder, Kristin and her … currently reside in Brewster. She volunteers her time for many local community organizations, including Habitat …
… Serving Harwich NMLS# 21461 532 Route 28 Harwich Port, MA 02646 Office: 508-247-2533 Mobile: 508-360-1975 Fax: … Prior to joining Cape Cod 5, she worked as a Loan Officer for several local mortgage companies. Kellie completed course work at Cape Cod …
… 2021 Community Impact Swipe Left or Right 2021 Community Impact Swipe Left or Right 2021 Community Impact … in our communities. Click through each below to see our efforts to make a difference for those who live and in work in …
… security are our top priority. With a focus on delivering competitive risk-adjusted returns with lower volatility and … process 20 years of industry experience on average for each Investment Officer 70% of Investment Team have … 16 16 industry designations, including – CFA, CFP®, CPA, ChFC®, CIMA, AFIM® Meet our Team Get to know our wealth …
… lending experience, most of which was gained on Cape Cod. For Sam, who always valued the benefits inherent in local … Cod 5 in 2008 was an easy decision when management of her former bank was sold and transferred to a distant location. … affiliations, Sam is actively engaged in the local community. She actively supports the Rotary Club of Hyannis …
… she has held a number of positions with mortgage companies in Southeastern Massachusetts and on Cape Cod. … University in Longmeadow, MA. Lisa is very active in her community. She currently serves as President of the Cultural Committee for the Town of Plympton and has volunteered for the Rotary …
… Abington, Plymouth, Scituate, Whitman NMLS# 1664567 17 Commerce Way Plymouth, MA 02360 Office: 508-247-1672 Mobile: … in the mortgage industry. Jon has been recognized for excellence in customer service, commitment to quality and overall job performance, and has a …
… industry, as well as extensive knowledge and expertise in commercial lending. He started as an Assistant Branch … a broad spectrum of industries and handles all facets of commercial lending. Dan was a Captain in the Unites States Air Force, where he served as an Assistant Professor of …
… February 1, 2023 Market Commentary The National Debt Ceiling: What is Happening & … difference. The debt ceiling has been in existence in some form since it was established by Congress in 1917. Since … power. Until then, the Treasury will be utilizing a combination of tax revenues and selective funding to honor …
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