Our clients are people who want to age confidently and live their best life
When The Investors Center acts as your guide, what you care about will be cared for™. We listen and remember as we clarify the goals, strategy and actions to grow into the life you desire— including defining the financial approach and actions that make sense for you. We keep what matters to you front and center in every conversation.
We look out for the things you might not even recognize as issues. When you choose us, you’ll experience our proactive approach to supporting your desired future. We have direct, compassionate conversations that others might avoid, knowing this can lead to the highest level of success. The Investors Center is committed to finding solutions that work, whether we provide them directly or act as your advocate.
We welcome those who have had less-than-ideal experiences with their financial advisors and have high expectations about working with a new advisor. The ideal time for a conversation with us is before any significant financial action is taken or following a meaningful life change.
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 seasoned financial advisor, and our conversation could lead to a valuable new financial partnership.
To schedule a meeting, please call 860-677-8808. Arrive with an open mind and a sense of how you would like your future to look.
We look forward to our conversation.