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 a select number of our offices, provided some actions are taken.
*Offices Currently Allowing Client Visitation
Currently, we are allowing visitors to the following offices, Please check with your Financial Professional as the list of offices is subject to change at any time.
Process and Policies
All visits must be scheduled in advance. Please contact your Financial Professional to schedule your visit.
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.
Visitors will be limited to the conference room in each office.
Social distancing within conference rooms and masks will be required.
You must complete a simple health attestation, within 24 hours of your scheduled visit.
Click here to complete the online form
Click here to print and complete a paper version of the form
(Please Print, Sign and Bring it with you)
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.