What You Care About Will Be Cared For

Purpose & Promise Statement

We believe the freedom to live the life you want begins with making the choice to plan. At The Investors Center, planning is how we get you where you want to be: experiencing a fulfilling life on your terms. We commit to guiding people to discover and leverage their capacity to age confidently and promise that what you care about will be cared for.

Our Story

The Investors Center is a financial and longevity planning practice that guides clients to discover and leverage their capacity to live and age confidently. Since 1999, The Investors Center has assumed responsibility for helping clients create and sustain the life they want.

Meet Our Team

Our experienced team guides clients to experience a fulfilling life on their terms.

Eliot Weissberg
Eliot M. Weissberg, CFP®, CAPS
President, The Investors Center
Ellen Weissberg
Ellen Weissberg, FPQP™
Director of Operations, The Investors Center
Kim Nicholas
Kim Nicholas, CFP®
Financial Planner
Michael Becconsall
Michael Becconsall
Financial Planner
Heather Casella
Heather Casella
Client Relationship Manager
Brooke Salsbury
Brooke Salsbury
Communications and Events Coordinator

What We Do

Eliot working at the computer

Financial Planning
Couple on couch going over financial documents

Longevity Planning
Woman pointing at computer screen

Investment Approach

Plan Confidently, Live Fully.™

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.

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