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Appointments
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Not a Client Yet?

Whether you are looking to learn more about me, are ready to become a client, or were referred to me by a colleague and want to see if I can help you - this is the option for you.

Already a Client?

If you're already an existing client, or want to schedule an appointment regarding an account you're involved with (such as a POA or beneficiary) select this option.

Anything else.

Did we meet through a networking group, on LinkedIn, or in the parking lot at daycare and I said we should connect? Choose this option for simple scheduling!

I'm looking forward to having the opportunity to meet with you. Please choose one of the three options below that best describes you so I can ensure you are scheduled for the right type of meeting.

© 2025 by David A. Robbins, CFP®, ChFC®

Moors & Cabot, Inc. Member: FINRA, NYSE, SIPC

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645 East Missouri Ave Suite 170 | Phoenix, AZ 85012

moorscabot.com | +1.602.468.7127

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Privacy and Disclosures 

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Find me on FINRA'S Brokercheck.

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Check the background of this firm on FINRA's Brokercheck.

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View our Client Relationship Summary​

SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.

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Past performance does not guarantee future results. All investments carry risk and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any kind of investing they choose to do. The information provided herein is not intended to replace or serve as a substitute for any legal, real estate, tax, or other professional advice, consultation or service.

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