Moors & Cabot Insurance

At Moors & Cabot, we pride ourselves on our rich history, dating back 130 years, and our unwavering commitment to building long-lasting relationships with our clients. As a trusted wealth management firm, we offer a unique combination of veteran financial professionals, robust capabilities, and personalized strategies tailored to each individual's unique goals and challenges.

Our Story

Founded in 1890, Moors & Cabot has a rich history of providing exceptional wealth management services to individuals, families, and businesses. Our story is rooted in building strong relationships, and we have continued to evolve and innovate to stay ahead of the curve, embracing cutting-edge technology and expertise to provide comprehensive solutions to our clients.

Our Mission

Our mission is to provide full-service wealth management, empowering our clients to achieve their financial objectives through personalized guidance, expert investment strategies, and tailored solutions. We believe in fostering a culture of trust, integrity, and transparency, putting our clients' needs above all else.

Our Services

We offer a comprehensive range of services designed to meet the diverse needs of our clients, including:

• Financial Planning: Our seasoned financial professionals work closely with clients to develop personalized financial plans, tailored to their unique goals and objectives.
• Investments: We offer a broad range of investment products and solutions, from traditional investments to insurance and annuities, to help our clients grow and protect their wealth.
• Managed Programs: Our managed programs are designed to provide clients with a disciplined investment approach, leveraging our expertise and cutting-edge technology.
• Trading Services: We provide clients with seamless trading capabilities, ensuring efficient and secure transactions.
• Insurance and Annuities: Our team of experts helps clients navigate the complexities of insurance and annuities, providing guidance on risk management and wealth protection.
• Life Events: We provide specialized guidance and support to help clients navigate life's significant events, such as retirement, inheritance, or divorce.
• Banking and Business Ownership: We offer tailored solutions for business owners, providing guidance on trust planning, estate planning, and succession planning.
• Trust Planning: Our trust planning services are designed to help clients protect their assets, ensure the continuity of their legacy, and achieve their long-term goals.

Technology and Innovation

At Moors & Cabot, we recognize the importance of embracing innovation and technology to provide our clients with a seamless and efficient experience. Our state-of-the-art platform offers clients real-time access to their accounts, comprehensive reporting, and personalized insights, empowering them to make informed decisions about their financial future.

Our Culture and Values

Our culture is built on a foundation of integrity, trust, and client-centricity. We believe in fostering a culture that honors the relationship between our clients and their financial professionals, ensuring that every interaction is personalized, attentive, and guided by a deep understanding of their unique needs.