Tapping into Our Local Talent: Barbara Case of Moors & Cabot Investments

Here is the eighth interview conducted by RE/MAX realtor Connie White of Norwell, MA in her “Tapping Into Our Local Talent” series featuring experts in the local South Shore business community. In this video she interviews Barbara Case, Senior Vice President of Moors & Cabot Investments, about her investment planning services.

Barbara explains how she earned her securities and insurance licenses and worked early on as a financial advisor in two prominent Wall Street firms.

Today, she provides comprehensive investment planning to help her clients attain financial independence and achieve their goals. She teaches them the concept of preparing for critical financial events that could happen at any time, such as losing one’s job or planning for retirement. She helps people build and preserve wealth – at any age.

Barbara seeks long-term relationships with her clients, since investing is a long-term process. Just as a doctor looks at a patient’s medical history, she looks at a client’s financial history before she gives advice.

For more information, contact Barbara at 617-314-0345, or visit her website at www.barbaracase.net.

Click here or on the video below to view the interview.

 In her video series, Connie interviews local small business experts. Her goal in producing the series is to let the public know about available options, and to help business experts that she trusts to grow their businesses.

If you know of someone who could benefit from the knowledge or services of one of the local experts interviewed, please forward the video links to them. These videos are also posted on Connie’s Facebook page and YouTube channel. Tune in regularly to see the latest episode.