MA · Mashpee

Fiduciary advisors in Mashpee, MA

1 advisor with offices in Mashpee. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mashpee

Brendan Geggatt, President - Orchard Financial Strategies & Insurance Services

Mashpee, Massachusetts

Orchard Financial Strategies & Insurance Services, based in Mashpee, Massachusetts, is led by Brendan Geggatt and provides insurance analysis and financial planning services. The firm works with busy professionals through a structured discovery and planning process, offering protection analysis (life, disability, and long-term care insurance), retirement planning, investment management, and estate planning guidance. The advisor is registered as a New York Life Agent and NYLIFE Securities Representative.

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Financial advisors in Mashpee, Massachusetts

Advisors serving Mashpee specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Massachusetts's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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