Individuals & Families
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®, 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.
