Moors & Cabotis a well-regulated financial professional offered by MOORS & CABOT, INC., registered in the United States and has been operating for over 20 years. It is an online brokerage that offers investing services in stocks, annuities, options, and more.
The platform has its own application for trading available to users from various regions, working with select individuals, families, businesses, and institutions to build, manage, protect, and transition their wealth and investments. It is regulated by FINRA, which provides a secure trading environment.
Regulated by Finra
Business Scope: Securities Lending Fully Paid、Annuities、Bonds & Fixed Income、Investment Advisory Service、Options、Stocks、Mutual Funds
License No.: CRD#: 594/SEC#: 801-48726,8-23060
Licensed Company: MOORS & CABOT, INC.
Pros & Cons
Moors & Cabot offers several key advantages, including no commission rates or fees, a wide range of tradable assets, and regulation by FINRA. Additionally, the brokerage provides user-friendly trading apps to support trading anytime and anywhere.
However, the lack of demo trading might be a concern for users who need to practice before engaging in real trading. The information about customer support hours is limited, and clients can only contact the brokerage via email or phone. Despite these drawbacks, the advantages of Moors & Cabot make it a solid choice for flexible, cost-effective, and convenient trading.
Products and Services
Moors & Cabot offers a broad and diverse range of trading categories for traders to consider, providing access to a vast market of Securities Lending Fully Paid、Annuities、Bonds & Fixed Income、Investment Advisory Service、Options、Stocks、Mutual Funds.
Financial Planning:Moors & Cabot financial professionals tap into this well of knowledge and devote considerable time and attention to the development of personalized financial plan.
Investment Products: Moors & Cabot is a full-service investment firm so that traders can trade Stocks & Mutual Funds and bonds freely.
Insurance & Annuities: Moors & Cabot has a dedicated, independent Insurance & Annuities department that partners with some of the nations premier insurance companies to give clients access to a myriad of carriers and plan options to fit your specific need.
Life events: Moors & Cabot provides clients access to specialists who can help educate you on the financial impacts of these life events and help them understand the impacts to financial plan and objectives.
Banking: The broker provides lending, banking, and cash management services, including: securities-backed lending, business financing services, check-writing and debit card services, online billPay and referrals for mortgages, home equity line, and home equity loans.
Business Ownership: Moors & Cabot formed a partnership with Griffin Financial Group, LLC. Griffin is an investment banking firm that can provide assistance with small business valuations and purchase or sale considerations.
Trust Planning: Moors & Cabot collaborates with Cumberland Trust, an independent trust company, as part of the client's financial professional team, working alongside the client's accountant, estate planning attorney, and financial professional.
Platforms & Tools
Moors & Cabo provides a convenient trading experience across mobile and desktop platforms.
The platform provides a consolidated brokerage overview, quick access to watch lists, market updates, contact information, and real-time quotes with predictive search. It also allows you to link and share visibility of all your accounts, even those not held at Moors & Cabot, and includes a research center that aggregates news, research, and independent analysis. The platform is suitable for desktop, tablet, and mobile.
The broker offers mobile-friendly account access through apps like RBC Connect and CircleBlack Investor. Clients can securely access their Moors & Cabot accounts on the go, view investment performance, activities, and holdings, make free mobile deposits, and transfer funds between accounts. CircleBlack Investor is designed for clients enabled with RBC Black, allowing them to view their total net worth, allocation of investments across asset classes, overall performance, and receive alerts relevant to their investments.
Customer Service
Moors & Cabot offers three ways to contact them. Traders with any inquiries can call or email for detailed information or help. Additionally, clients are also welcome to visit the office located at One Federal St., 19th Floor, Boston, MA 02110.
Educational Resources
Moors & Cabot is a suitable option for novice investors due to its rich educational resources, primarily in the form of tools & calculators and documents & guides.
Documents & Guides: Moors & Cabot provides abundant guidance for clients to gain a better understanding of social security, investment planning, advisory account solutions, and retirement and emergency investing.
Tools & Calculators: Moors & Cabot offers a Social Security calculator, retirement calculator, 401(k) calculator, and Federal Income Tax Calculator. These tools empower investors to plan for their financial future with confidence and clarity.
Conclusion
Moors & Cabot is a reputable financial professional tailored for tech-savvy traders and investors worldwide. It offers a diverse range of tradable assets, user-friendly trading platforms, and extensive educational resources.
Additionally, the platform provides access to professional insights, helpful documents and guides, as well as valuable calculators. Whether you're a beginner or an experienced trader, Moors & Cabot caters to individuals seeking to implement sophisticated investment strategies
FAQs
Q: What is the business scope of Moors & Cabot？
A: Moors & Cabot's business scope includes Securities Lending Fully Paid, Annuities, Bonds & Fixed Income, Investment Advisory Service, Options, Stocks, and Mutual Funds.
Q: How does Moors & Cabot assist with financial planning？
A: Moors & Cabot financial professionals provide personalized financial plans tailored to individual needs and goals.
Q: What investment products are available at Moors & Cabot？
A: Moors & Cabot offers a full range of investment products, including Stocks, Mutual Funds, and bonds.
Q: Does Moors & Cabot offer insurance and annuities services？
A: Yes, Moors & Cabot has a dedicated Insurance & Annuities department, providing access to premier insurance companies and a variety of plan options.
Q: How does Moors & Cabot support clients during life events？
A: Moors & Cabot provides access to specialists who can educate clients on the financial impacts of life events and assist in aligning financial plans accordingly.
United States
Owns 2 seat(s)
Positive