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 premier 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 unique process for working with you focuses on taking the time listen to you, build trust and develop individualized strategies to 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.

  • Step 1: We explore where you are and where you want to be
  • Step 2: We get to know you in order to better plan
  • Step 3: We deliver understandable and effective solutions

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.