Moors & Cabot is a privately held, full-service investment firm with a long-standing history in the financial services industry, tracing its roots back to 1890. Headquartered in Boston with branch offices across the country, including its Lockport, NY location, the firm specializes in delivering personalized wealth management, financial planning, and investment advisory services tailored to individual investors, families, and small businesses. Moors & Cabot distinguishes itself through a client-centered approach focused on building lasting relationships based on trust, transparency, and customized solutions.

The firm’s financial consultants take pride in developing strategies aligned with clients’ specific goals and risk tolerance. As an employee-owned independent firm, Moors & Cabot offers objective guidance without the influence of proprietary products, ensuring recommendations are always in the client’s best interest. Additionally, the company provides institutional services, including retirement plan consulting for businesses and support for nonprofit organizations. Moors & Cabot is a member of FINRA and SIPC, underscoring its commitment to regulatory compliance and client protection.

More information can be found at: https://www.moorscabot.com/

Key Services:

– Comprehensive financial planning
– Investment advisory and portfolio management
– Retirement planning (individual and business)
– Wealth management solutions for individuals and families
– College savings strategies
– Estate and legacy planning support
– Business succession planning
– 401(k) and qualified retirement plan consulting
– Institutional investment services
– Access to a wide range of investment products (stocks, bonds, mutual funds, etc.)