Cambridge Cape Cod Advisors

They are managing my portfolio very well, meeting my every need, and keeping my mortal enemy, the IRS, off my back.

During this period , and hopefully for years to come, Greg and his staff have done an outstanding job managing our assets, providing guidance, recommendations and counseling along the way.

Vincent Renaut and his team have helped us craft a financial plan that we are now implementing--and, subsequently, tackling some big projects we had dreamed of doing but believed we would never be able to afford.

Vincent is very knowledgable, confident in his ideas, but flexible in his thinking, and he is an excellent listener -- he has always been there for us whenever questions have come up.

The type of financial planning that Vincent and his team has offered has brought my financial career to a whole new level, as in helping me with my rental properties, forming LLC's, and getting ready for the next big investment.

I have the deepest admiration for Greg’s modus operandi and perception As a result under his personal surveillance, our portfolio has continually enjoyed steady growth giving the financial stability and reassurance that is vital to everyone.

Recently I retired and Greg’s new colleague Vincent helped us navigate the maze of consolidating three different employer-based pension funds into one master account and taking care of RM Ds and other financial arcana.

After an initial discussion about income needs, risk, and goals (which is reviewed in a yearly meeting), Greg and his team have handled everything and the most I have to do is sign my tax return.

Although I am still at least five years away from retirement, my portfolio has grown significantly over the years and I could retire very comfortably today if I so chose.

My wife and I have been clients of Cambridge Cape Cod Advisors for several years now.