Moors & Cabot Investments

"Yvonne is the best financial advisor to work with. She’s both professional and genuinely cares about her clients. She always has great advice not just about finances, but she can also share a lot of wisdom about life in general. She definitely can help put a plan together to move towards your personal goals. What I appreciate about Yvonne is that she doesn’t just give advice, but she’ll help you stay on track. I feel comfortable following her lead, because it works every time! Whenever we have investment or money questions in general, she’s our go-to person. I wholeheartedly recommend Yvonne’s services to anyone in search of an advisor who combines expertise with a personal touch."

"Yvonne is AMAZING! My account in a short time grew and my questions are always answered knowledgeably and honestly. She gives you a one on one experience and always makes time for your needs. Highly recommend."

"Over time, I've come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; she's a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin."

"Integrity! Integrity! Integrity! Highly recommend."

"Yvonne Shanklin has been my Financial Advisor since 2016. Over the years her advice and guidance has helped my assets grow substantially. I appreciate her honesty, even in difficult situations and decisions and her ability to help. She has my best interest at heart and I have come to love her as family!"