Eliot Weissberg Named to Forbes 2024 List of Best-In-State Wealth Advisors
[AVON, CT] – Eliot M. Weissberg, CFP®, CAPS, President of The Investors Center, Inc. in Avon, CT was among the Raymond James-affiliated advisors named to the 2024 Forbes List of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional, and independent firms, was released online on April 3, 2024.
Forbes’ Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023.
Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients.
Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement and may not be representative of an individual client’s experience.
Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ for more info.
To reach Eliot at The Investors Center. Inc., visit www.theinvestorscenter.com or call 860-677-8808.
About Forbes Top Best-In-State Wealth Advisors
The 2024 Forbes Wealth Advisors Best-In-State, developed by SHOOK Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. https://www.raymondjames.com/award-disclosures/#2024-forbes-top-wealth-bis Please see https://www.forbes.com/best-in-state-wealth-advisors for the full list.