Cape Ann Savings Financial Advisors
We are excited to announce that we have changed our name to Cape Ann Savings Financial Advisors. It is a straightforward simplification of both our name and look, tying our department to align with the Bank's strong and valued brand. For over 40 years, we have operated as an arm of Cape Ann Savings Bank to help clients learn how to make strategic plans for the future. Same dedicated team and fiduciary standards, with a new name and look.
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Cape Ann Savings Financial Advisors
Our team offers a wide variety of trust and financial services:
- Trusts
- Estate planning
- Investments
- Retirement planning
- General financial planning services
When you need help with retirement and financial planning, contact us.
Invest your way today with Cape Ann Savings Financial Advisors.
What are Fiduciary Powers?
Cape Ann Savings Bank passes fiduciary powers granted by the Commonwealth of Massachusetts, allowing us to offer trust services. This is exercised by Cape Ann Savings Financial Advisors, allowing us to settle estates, and act as an individual's power of attorney or their appointed agent.
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Schedule your free 60 minute, no obligation Personal Finance Conversation!
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About Us
Did you know, collectively, the Trust Officers of the Cape Ann Savings Financial Advisors have over a century of experience? Click below to learn more and meet our team.
It all Starts with a Conversation
Rethinking your retirement strategy? Need help planning your estate? Not sure what to do with your 401k?