What We Do
It all starts with listening.
At The Investors Center, listening is about determining what’s working and what’s missing in your financial journey. We start our relationship with you by setting up a two-hour session explore where you are and where you would like to be. You’ll receive the perspective of a professional financial advisor and our conversation could lead to a valuable new financial partnership.
After more than a generation in practice, we appreciate that you have unique concerns in planning your financial future. Our process for working with you focuses on taking the time listen to you, build trust and develop individualized strategies to help address your needs and aspirations. Led by Eliot M. Weissberg, CFP®, and president of The Investors Center, Inc., 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, firm clients extend throughout Connecticut and well beyond.
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Step 1: We explore where you are and where you want to be
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.
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Step 2: We get to know you in order to better plan
Only by understanding your values, financial needs, tolerance for risk and expectations can we develop an appropriate plan and select suitable investments. Unlike firms that pass customers from advisor to advisor, you will work directly with Eliot, who has the ability to communicate solutions in a way that empowers you to take action. All of our client meetings are two hours so we can take the time to listen and continually learn about you as your individual situation evolves.
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Step 3: 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.
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 quality service, backed by the resources and technological expertise of a recognized leader in the financial services industry.
