Cape Cod Wealth Strategies & Insurance Services
Alan M.Date Of Review: Feb 20, 2018
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.
Stephen P.Date Of Review: Jan 23, 2018
Sarah D.Date Of Review: Jan 03, 2018
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.
Donald M.Date Of Review: Dec 15, 2017
Definite 5-Star experience - everything thoroughly explained for total inderstanding - I would highly recommend this office !
David H.Date Of Review: Dec 05, 2017
Dustin is extremely knowledgeable and definitely takes his role as a fiduciary seriously. I would wholeheartedly recommend him.
Christine C.Date Of Review: Dec 01, 2017
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
Charles S.Date Of Review: Nov 30, 2017
Great 41/2 stars. Can't give perfect. Gotta have something to shoot for??