Who We Serve
A perfect client for The Investors Center is someone who has had less than ideal experiences with their financial advisors and has high expectations about working with a new advisor. Prospective clients also include people whose income, assets, and obligations necessitate consultation and management from a highly skilled, responsive, and experienced professional. The ideal time for a conversation with us is before any significant financial action is taken or following an important life change.
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Individuals
At The Investors Center, listening is about determining what’s working and what’s missing in your financial journey.
What we ask is two hours of your time to explore where you are and where you would like to be. You’ll receive the perspective of a financial advisor and our conversation could lead to a valuable new financial partnership.
Our clients are people whose income, assets and obligations necessitate consultation and management from a skilled and responsive partner—a partner that proactively aligns powerful planning insights with clients’ evolving financial needs and changing life circumstances. The ideal time for a conversation with us is before any significant financial action is taken or following an important life change.
To schedule a meeting, please call 860-677-8808 and tell us who referred you. Arrive with an open mind and a sense of how you would like your future to look.
We look forward to our conversation.
Led by Eliot M. Weissberg, CFP® and Kathleen A. Weissberg, CFP®, our team makes available a wide array of financial services to accommodate the needs of clients with considerable investment assets and complex situations.
Our relationship with our clients is further strengthened by our relationship with Raymond James Financial Services, Inc. While we are independent and work only for our clients, our relationship with this respected financial institution provides access to state-of-the-art resources.
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Professionals
Like us, you have spent your career building relationships through attentive listening, keeping promises, and unwavering commitment.
What we provide
The Investors Center provides a proactive environment for those interested in creating a framework for success. Our work begins by aligning our clients’ aspirations with the support and skill required to realize those aspirations. Creating this alignment is, rather than a one-time event, an ongoing conversation about clients’ evolving financial needs and changes in life circumstances.
Who our clients are
A perfect client for The Investors Center is someone who has had less than ideal experiences with their financial advisors and has high expectations about working with a new advisor. Prospective clients also include people whose income, assets, and obligations necessitate consultation and management from a highly skilled, responsive, and experienced professional. The ideal time for a conversation with us is before any significant financial action is taken or following an important life change.
Extend your reach
We invite you to get to know our nationally recognized firm, and to learn how we can work with you as a valuable extension of the relationships you have worked so hard to build.
If you know someone who needs to have a conversation with us, please pass along the information that we have included and let us know how we can contact them.
Led by Eliot M. Weissberg, CFP® and Kathleen A. Weissberg, CFP®, our team makes available a wide array of financial services to accommodate the needs of clients with considerable investment assets and complex situations.
Our relationship with our clients is further strengthened by our relationship with Raymond James Financial Services, Inc. While we are independent and work only for our clients, our relationship with this respected financial institution provides access to state-of-the-art resources.
