Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Retirement Income Planning, Business Succession Planning, College Funding Strategies, Estate Planning, Charitable Giving
Don Vendetti began his career in the financial services industry in 1996 when he opened a district office for Baystate Financial Services on Cape Cod and has since been successfully providing financial solutions and services to his many satisfied clients.
Don graduated from the University of Massachusetts at Amherst with a Bachelor of Science Degree in Business Administration and Sports Management. Don has earned the designation of Certified in Long-Term Care (CLTC) by the Corporation for Long-Term Care. He is also an active member of the National Association of Insurance and Financial Advisors, The Estate Planning Council of Cape Cod, Philanthropy Partners of the Cape and Islands and The Cape Cod Chamber of Commerce.
Don focuses on building long-term relationships with individuals, families and business owners to assist them in achieving their financial goals and protecting their income and their assets. He utilizes a team approach to design and implement solutions to meet each client's objectives. Don combines his knowledge and resources to provide solutions to many of today's financial challenges. Don's clients describe him as objective, knowledgeable and most importantly, trustworthy and caring. Don's business focus is on wealth accumulation, wealth protection, wealth distribution and wealth transfer strategies for high net worth individuals, families, successful professionals and business owners. Through his consistent effort and by earning a reputation for his knowledge, integrity and service, he has built a successful practice with many satisfied clients.
Don genuinely cares for his clients, and that drives his commitment to educating them, helping them identify and address their financial goals, implementing and servicing their financial strategies and continually monitoring their progress.
Don resides in Brewster, MA with his wife, Stacey and their four sons, Cameron, Craig, Christian and Corey. Don enjoys spending time with his family, community activities, boating, tennis, golf and the beautiful beaches on Cape Cod.
Don is committed to delivering superior service and looks forward to working with you.
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900 Route 134, Towne Plaza
South Dennis, MA 02660