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® 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.