A like-minded partner to help your clients navigate financial complexitiesThe Investors Center is a financial planning and longevity planning practice that guides clients to discover and leverage their capacity to live and age confidently. We’re also a respectful, collaborative partner in extending and enhancing the relationships you have with your clients. 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. Our disciplined process, which has been honed and time-tested for more than four decades, has clients follow through on the plans needed to achieve their objectives. 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 a meaningful life change. If you know someone who needs to have a conversation with us, please pass along the information we have included and let us know how we can contact them.
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 connection 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 innovative resources.