Financial Services & Advisers

Asset Management Resources LLC
508-771-8900, fax: 774-470-1062
1060 Falmouth Road, Suite B-2
Hyannis, MA 02601
Email: info@amrfinancial.com
www.amrfinancial.com

Bayshore Consultants, LLC
Consulting Services for non-profits and small business
Philip McCahill
95 Bayshore Drive
Mashpee, MA 02649
Phone: 585-738-8477
Email: bayshoreconsultants@comcast.net
Website: www.bayshoreconsultants.net

Charles Schwab [handicap accessible]
Investment Services
508-419-7839
17 North Street
Mashpee Commons
Mashpee, MA 02649
Email: ned.eastman@schwab.com
schwab.com

Clower Wealth Management
508-477-2775, fax: 508-477-2776
11 Cape Drive, Suite 18
Mashpee, MS 02649
Email: bob@clowerweatlthmgmt.com
www.clowerwealthmgmt.com

Emily Geggatt, Financial Advisor
Commonwealth Financial Group
1040 Falmouth Rd, Hyannis, MA 02649
email: egeggatt@financialguide.com
Phone: 857-272-2757
Fax: 774-470-2458

Mass Credit Services
508-477-8400, fax:508-477-7174
P.O. Box 1979
Mashpee, MA 02649
Email: dzeger@masscreditservices.com
www.masscreditservices.com

Roman Retirement Planning, LLC
Financial Planning
774-602-5196, fax: 774-602-5197
35C South Street, South Cape Village
Mashpee, MA 02649
Email: susan@romanretirementplanning.com
www.romanretirementplanning.com

Roseland Wealth Management
Bill Pyles, Director of Strategic Planning
Aaron Simon, Managing Principle
401-383-8712
Rumford Center, 20 Newman Ave
Building #3, Suite 3005-B
Rumford, RI 02916
Email: bill@roselandwm.com
www.roselandwm.com

US Wealth Management Cape Cod
508-539-1616, fax: 508-539-1313
18 Steeple Street, Suite 2011
Mashpee Commons
P.O. Box 76
Mashpee, MA 02649
Email: acrowley@uswealthcapecod.com
www.uswealthcapecod.com