Verified recordFinancial Services

Alan Melanson

Certified Financial Planner (Cfp) at Cape Cod Wealth Strategies & Insurance Services, Llc

Based in Barnstable County, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Finance & Accounting

Location

Barnstable County

Industry

Financial Services

Company size

3

Contact information

Reveal Alan's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

a•••••••@capecodwealth.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Alan Melanson

Alan is a Certified Financial Planner practitioner and has worked as a fiduciary in the financial services industry for over 20 years. Clients have chosen to work with him because he is a caring and dedicated professional who focuses on building significant relationships based on trust. What that means is that Alan invests the time necessary to ensure that his clients can identify their core values and align them with their good intentions. The real benefit is the clarity, confidence and certainty his clients feel knowing that they have transformed those good intentions into appropriate actions. As a member of the Financial Planning Association of Massachusetts Alan volunteers his time and expertise to our Military personnel and the patients and families of the Dana Farber Cancer Institute. Alan is deeply involved in our Cape Cod community, he is a proud member of the Harwich Chamber of Commerce, Guild of Harwich Artists, and the Masonic Fraternity. In his spare time, Alan is active in volunteering for various Cape Cod area non-profits, fostering recue dogs, and enjoying the beauty of Cape Cod with his family. Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Cape Cod Wealth is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc.(APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Decision-makers

Other people at Cape Cod Wealth Strategies & Insurance Services, Llc

Browse the Cape Cod Wealth Strategies & Insurance Services, Llc team →

Build a list of verified contacts at Cape Cod Wealth Strategies & Insurance Services, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Alan

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Alan Melanson Email & Phone Number @ Cape Cod Wealth Strategies & Insurance Services, Llc | Kipplo Discover