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Current Client Appointments
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Check-In

If you'd like to schedule a quick phone call or video conference, this is the way to do that. This will bring you to a 30 minute session perfect for answering specific questions or reviewing details we may have discussed before.

Review Meeting

Please use this option to schedule a full, one-hour review meeting. You will have the option to select either a video call or an in-person meeting.

I look forward to connecting with you. Please choose one of the three options below that best describes the appointment you're looking for so I can make sure you are scheduled correctly.

© 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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ADV

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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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