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For many of our clients, we were not the first advisors they worked with. They made a decision to join us because of the advantages we provide that they do not get from advisors. We work hard to provide an exceptional, preferential service to our clients.

Here are three of the hallmarks of our company and reasons why people make the switch to Cabot Family Office...

1. Personal relationship

At Cabot Family Office, we go beyond just keeping in touch. We build true relationships with our clients that they can count on. It’s not just that we are available when you need us; we stay in contact with you so that you can be confident in your financial situation at all times. We reach out to you in times of stability and in times of uncertainty. No matter what is going on, we communicate with you to keep you informed and assured that you are on track and your goals will be met. If you want to know that your advisor values you, keeps you top-of-mind, and won’t leave you questioning, make the switch to Cabot Family Office.

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2. Team support

Every client with Cabot Family Office is backed by our full team. At other firms, you may only have one person working with you to rely on. With us, you have the security of knowing that the entire team is working together to meet your needs and help you best achieve your goals.

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3. Intentional, purpose-driven plan for your life

While other advisors may have to focus on sales quotas or company objectives, Cabot Family Office is focused only on what is best for YOU.  Our strategies are personalized. Our only goal is to know what you want to achieve in life and implement a specific plan to help you get there. You don’t have to worry about being pressured into anything that does not serve your purpose. Your vision for the future is about more than simply having a retirement plan and everything we do is intentional with those aspirations in mind.

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(330) 237-9651

The Huntington Bank Building

108 Main Street SW

Suite 302B

Warren, OH 44481

25 Audubon Lane

Poland, Ohio 44514

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© 2021 Cabot Family Office

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Cabot Family Office is not affiliated with Kestra IS or Kestra AS.

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This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582. 

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https://www.kestrafinancial.com/disclosures

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