Cape Cod Wealth Strategies & Insurance Services

7 Reviews

Client Reviews

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    I found their 4C's process of financial planning a breath of fresh air. It was all about what I valued and not what they believed I should. Alan, Dustin, Jason, and the team treat their clients with the respect they deserve and are able to break down financial concepts so that they are easy to understand and implement. I know like and trust them and after your first meeting you will too.

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    great

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    We have started with Cape Cod Wealth Strategies a little over 3 months ago, and have felt supported and heard along the way. Dustin and his team are very responsive to any and all questions we have about our investments.

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    • 5

    Definite 5-Star experience - everything thoroughly explained for total inderstanding - I would highly recommend this office !

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    • 5

    Dustin is extremely knowledgeable and definitely takes his role as a fiduciary seriously. I would wholeheartedly recommend him.

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    • 5

    Dustin has beed there for me and I am pleased with his positive attention to me and my investments. I have had many financial counselors through my life and decided to stay with Cape Cod Wealth Strategies and insurance services

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    Great 41/2 stars. Can't give perfect. Gotta have something to shoot for??