Meet Your Investment Executives
Personal service. Expert guidance. Your success.
Your Investment Partners
Our investment executives develop personalized investment and wealth management solutions for individuals and business owners. We combine local knowledge with comprehensive investment resources to collaborate with you to achieve your financial goals.
Why Our Clients Choose Us
- Personal approach starting with understanding your unique goals
- FINRA/SIPC-registered investment executives with extensive credentials
- Direct access to comprehensive tools through Osaic Institutions
Investment Services We Offer
- Individual and family portfolio management tailored to your needs
- College Savings for Your Family’s Future
- Protection Insurance for You and Your Loved Ones
- Business succession planning and company valuations
- Retirement income strategies for lasting financial security
- Estate planning coordination to preserve your legacy
- Tax-advantaged1 investment solutions and rollover services
Investment Team Details
Meet the experienced investment professionals executives at Cape & Coast Financial. Our FINRA/SIPC-registered executives and support staff are here to help you achieve your financial goals through personalized investment strategies, retirement planning, and comprehensive wealth management services.
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Financial Investment Executives with Cape & Coast Financial Registered Representatives with Osaic Institutions, Inc.
Ready to Plan Your Financial Future?
Our investment executives are ready to help you create a personalized financial strategy. Whether you’re planning for retirement, or growing your business, we’re here to guide you every step of the way.
Explore Our Investment Services
Discover how our comprehensive investment solutions can help you achieve your financial goals. From personal planning to business strategies, we have the expertise you need.
Contact Us for Investment Consultation
Schedule a consultation at any of our convenient branch locations. Our investment executives are ready to meet with you in person to discuss your financial goals and create a personalized strategy.
1 Consult your tax advisor.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions 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.