Selecting Greg and Cambridge Cape Cod to be our financial advisor was one of the best decisions we ever made. We were referred by a friend and called Greg to talk about our situation and plans. Greg clearly explained their strategy for managing our short (taxes) and long term (financial security, retirement, pension). There was never a hint of high pressure sales. We were sold! Greg is friendly and knowledgeable and inspired our confidence from our first meeting nearly ten years ago. 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 RMDs and other financial arcana. We always feel at home when we meet, from chatting with Anna about our families and summer on through deciding on each year’s goals with Greg and Vincent. We look forward to many more years working with our friends at Cambridge Cape.
Greg Fenton’s extensive financial adeptness is reliable, and of the highest standard. Greg’s outstanding personality, genuine hands-on style and commitment are very reassuring. His realistic, unrivaled and prudent far reaching financial prowess is refreshing, profound and exceptional. He is very resourceful, full of excellent ideas, yet always receptive to questions.I have had the good fortune and pleasure of being a client of Cambridge Advisors for thirty plus years, firstly in Michigan with founder, Bert Whitehead, and since 2001 with Greg Fenton on Cape Cod. 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.Wendy PrangeYarmouth Port, MA
I have had great pleasure with working with Vincent for about a year now. 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 LLCs, and getting ready for the next big investment. Vincent has also lined myself up for my retirement, paying off different investments at an early age, therefore so I have no debt and can be comfortable at and early retirement age to enjoy life. Any questions that I may have get answered in a very timely manor and at a very professional level. Just want to say thank you to Cambridge Cape Cod Advisors team and especially Vincent.
My wife and I have had the pleasure of working with Vincent over the past year. He has been extremely helpful to us with financial planning -- both for our current situation and for retirement. 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. We have met over the phone, through Zoom and in person. Each meeting was productive and enjoyable. If youre looking for someone to help you navigate lifes financial challenges, I recommend Vincent Renaut in the highest terms possible.
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. He took the time to get to know us and truly understands both our concerns and our aspirations. We have sent him so many emails that we start them all with We are so sorry to bother you again..., but he always answers our questions quickly, expertly, and patiently. We are so happy to have found this firm!