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Cape Cod
Cooperative Bank
25 Benjamin Franklin Way
Hyannis, MA 02601
800-641-1100

Investment Services



Working Together

Today, more than ever before, it is crucial to create a financial plan to assure your financial future. We help you by developing a clear understanding of your unique situation and work together with you to find the answers to meet your own personal needs. Whether your goals are education for your children, saving for retirement, generating income or growth, or seeking tax-advantaged options, we can help.  We can offer access to new investments that will work well with your existing portfolio to benefit your long term goals or help you begin an investment from step one. With access to a diverse group of products and the benefit of long experience we will work with you, to help you realize your goals.

It is our intention to make this process as simple and convenient as possible.  Our commitment to the community we serve and our dedication to quality service combine to help you, our customer, develop the investment strategy that can deliver the results you want.

Whatever your needs, we can help with:

General Services
Free Portfolio Analysis
Diversification
Dollar Cost Averaging

Retirement Plans
Individual Plans
Traditional and Roth IRAs
401(k) and 403(b) Plans
Money Purchase Pension Plans
Profit Sharing Plans
SEP and Simple IRAs

College Savings Programs
529 Plans
Coverdell Education Savings Accounts
Custodial Accounts

Annuities
Fixed, Immediate and Variable

Insurance
Long Term Care
Permanent Life
Single Premium Variable Life
Term Life
Business Continuation Plans

Mutual Funds
4,000+ different funds available

Stocks
New York, American & OTC

Fixed Income
CDs
Corporate and Municipal Bonds
Tax Free Mutual Funds
Unit Investment Trusts

 

 

Call Jon Henderson today to take the first step in planning for your future. Jon is available to meet with you at his office or by appointment in any of our branches at your convenience.

 

Cape Cod Financial Services' Financial Investment Officer, a registered representative of Infinex Investments, Inc.:
Jon Henderson

For more information or to schedule an appointment, please call 508-833-3408 or 800-641-1100 or email Jon directly:  jhenderson@infinexgroup.com 

Please Note: Standard e-mail is not encrypted. For your protection, please do not include any personal non-public or account specific information in any e-mail you send.

Read Jon's Bio

Important Information:
Investment products are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC.  Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. 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.  
 
 



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