We Explore where you are and where you want to be.
After more than a generation in practice, we appreciate that all clients have unique concerns in planning their financial futures. That is why we listen to each client and develop individualized strategies to address their needs and aspirations. We enjoy building relationships with clients and helping them attain their financial goals.
We know that you have worked hard to achieve success and financial security. Whether your ultimate objective is to help preserve wealth, to generate cash flow or to enhance assets, we will design a plan that reflects your priorities and takes into account both your short and long-term goals.
Led by Eliot M. Weissberg, CFP®, president of The Investors Center, Inc. and Financial Advisor of Raymond James, we make available a wide array of financial services through Raymond James Financial Services, Inc. (RJFS) to accommodate the needs of clients with considerable investment assets and complex situations. Located in Avon, clients extend throughout Connecticut and well beyond.
We Clarify your preferences in order to better plan.
We begin each relationship by getting to know all about you and your objectives. Only by understanding your values, financial needs, tolerance for risk and expectations can we develop an appropriate plan and select suitable investments.
Our first priority is to listen to your concerns, give advice and then work with you to make effective decisions. Unlike firms that pass customers from advisor to advisor, every client works directly with Eliot, who has the ability to communicate solutions in a way that makes clients comfortable enough to take action, has garnered respect from clients and peers alike.
We Deliver understandable and effective solutions.
We coordinate multiple strategies and track the big picture to help ensure your goals are being met. Our team works in concert with your other professional advisors to deliver the insight and strategic plans that make sense for you.
The strongest testament to the success of our approach is that nearly all of our clients come to us as referrals from other professional advisors or from existing clients.
Our relationship with our clients is further strengthened by our relationship with Raymond James. While we are independent and work only for our clients, our relationship with this respected financial institution enables us to provide outstanding service, backed by the resources and technological expertise of a recognized leader in the financial services industry.
Click to download our PDF booklet and learn about our approach to helping you meet your goals.