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Future Client Appointments​
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Meet and Greet

If you would like to schedule a meeting to meet me, get to know who I am as a person, learn about my firm, and briefly discuss your situation so we can determine if I can help you, select this option.

Ready to Proceed

If we've already had an introduction and you'd like to move forward, please select this option to schedule an onboarding meeting so we can start the process.

I'm looking forward to meeting you to discuss your goals. Please choose the box below which best describes what you'd like to accomplish during our appointment.

© 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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