Moors & Cabot Investments

At Moors & Cabot Investments, we pride ourselves on being more than just a financial service provider; we strive to be your true financial partner. Situated in the heart of Poland, OH, our firm combines the expertise of veteran financial professionals with robust capabilities and personalized strategies to cater to your unique financial goals and challenges.

What sets Moors & Cabot apart is our unwavering commitment to client-centric service. With over 130 years of experience, we have a proven track record of putting our clients first. Unlike many firms, we have zero proprietary products and quotas, allowing our financial professionals to focus solely on your needs. Our seasoned professionals and their dedicated support teams bring a wealth of knowledge and experience to guide you through any financial landscape.

We utilize a best-of-breed platform that is constantly evaluated and updated, providing you with a holistic view of your financial plan and performance. This ensures you stay connected with your financial professional and remain informed about your investments.

As a member of the New York Stock Exchange (NYSE), Securities Investor Protection Corporation (SIPC), and Financial Industry Regulatory Authority (FINRA), we adhere to the highest standards of privacy, security, and ethical conduct. Our comprehensive range of disclosures and agreements, including ADV, Client Relationship Summary, Regulation BI Disclosure, and more, ensure transparency and trust in our operations.

Moors & Cabot Investments is dedicated to safeguarding your investments, with SIPC protection covering securities customers up to $500,000 (including $250,000 for cash claims). For more information, you can request an explanatory brochure or visit www.sipc.org.

Visit us at our Poland, OH office to experience the Moors & Cabot difference. Let us help you navigate your financial journey with confidence and peace of mind.