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Resources for Visiting a

Moors & Cabot office

 

Special Policies for these Unusual Times

 

During these unusual times, Moors & Cabot has special measures in place to protect you and our staff.  Currently, we are allowing clients to visit out locations. However, each location has different requirements regarding face coverings. Please read below for process and policies.

 
Process and Policies

  1. In most cases, your Financial Professional will be waiting at the entrance to the office to escort you.  However, please be prepared to call them upon your arrival.

  2. Please reschedule appointments and remain at home if you are symptomatic of any illness.

  3. Each Moors and Cabot location has different local and building guidelines. Please ask your Financial Professional what these guidelines are before arriving for your meeting.

  4. Mask Requirements

    • CLIENTS  WILL BE ASKED TO WEAR A MASK  AT ALL TIMES IF THEY ARE UNVACCINATED

    • Boston – Masks required in all common areas for vaccinated persons

    • Naples – Masks recommended in all common areas for vaccinated persons

    • Phoenix – Masks required in all common areas for vaccinated persons

    • Alexandria – Masks recommended in all common areas for vaccinated persons

    • Norwell – Masks recommended in all common areas for vaccinated persons

    • Winter Park – Masks recommended in all common areas for vaccinated persons​​

To ensure the safety of its employees and other visitors, Moors & Cabot would appreciate notification if any visitors become diagnosed with COVID-19 up to two weeks after a scheduled visit.