RP Zeigler Investment Services, Inc - Peoria, Illinois

Okay, here’s a comprehensive overview of RP Zeigler Investment Services, Inc., presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Introduction to RP Zeigler Investment Services, Inc.

For individuals and families seeking comprehensive financial planning and investment management, RP Zeigler Investment Services, Inc. presents a compelling option. Located in Peoria, Illinois, at 2914 W Willow Knolls Dr, 61614, this established firm offers a suite of services designed to help clients achieve their long-term financial goals. Contact them directly at 92408787 or visit their website at rpzeigler.com to explore their offerings.

Core Services and Expertise

RP Zeigler Investment Services specializes in a broad range of financial services, including acting as a financial planner, providing expert financial consultation, and operating as both an investment company and a financial institution. They also offer valuable tax preparation services, streamlining the financial process for their clients. Their approach emphasizes a personalized strategy, considering each client’s unique circumstances and objectives.

Location and Accessibility

The firm’s physical location at 2914 W Willow Knolls Dr in Peoria, IL, facilitates convenient access for clients. Notably, they prioritize accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they recommend scheduling appointments in advance to ensure optimal service. The firm also provides online appointments for added convenience.

Client Feedback and Reputation

RP Zeigler Investment Services consistently receives highly positive feedback, as evidenced by its 54 reviews on Google My Business and an impressive average rating of 5/5. The feedback suggests a client-centric approach, characterized by attentive listening, a genuine commitment to client goals, and a feeling of being treated as valued partners – akin to a family-like relationship. The emphasis on tailored plans and proactive action appears to be a key differentiator.

Key Features & Considerations

• Comprehensive Services: Covering financial planning, investment management, and tax preparation.
• Personalized Approach: Focusing on individual client goals and creating customized strategies.
• Accessibility: Demonstrating commitment to inclusivity with accessible facilities.
• Convenience: Offering both onsite and online appointment options.

Concluding Recommendation

Based on the consistent positive feedback and the firm’s dedication to client service and accessibility, RP Zeigler Investment Services, Inc. appears to be a reliable and trustworthy partner for those seeking expert financial guidance. We strongly recommend that anyone considering a financial consultant schedule a consultation through their website: rpzeigler.com. Taking this step is an investment in a more secure and prosperous financial future.

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👍 Reviews of RP Zeigler Investment Services, Inc

Gary R.

5/5

In the short time we have been with Rockie, we are extremely pleased, not only with his plans for us, but with him as a person. He listens to your goals and puts them into action. He treats us like family, something we genuinely appreciate especially for an advisor. My wife and I highly recommend scheduling a consultation and see for yourself. You will not be disappointed!

Gayla W.

5/5

We recommend using RP Zeigler Investment Services, Inc. for your retirement /investment needs. We are extremely happy with the level of service, knowledge, respect that Rockie has shown us. He is the type of investor relationship we have been searching for, trustworthy and someone to help us meet our goals without all the big company fees. We feel very secure going forward with Rockie's plans and investment ideas he has presented to us. Very professional and listens to us and we look forward to working with him for many years to come.

Tim S.

5/5

I have been working with Rocky for almost 2 years now. He manages a portfolio of investments for my in-laws. Due to the declining health of one of my in-laws, I was asked to help out. Although a bit of a weird role, but probably not unique, Rocky has been great to work with since the first day we were introduced.
Over the past couple of years, we have been consolidating investments from a number of institutions into an account managed by Rocky. He has offered prompt replies to my questions and provided suitable alternatives for money we have moved over. Most importantly, in my experience, he acts with the interests of his clients as the most important objective.
It has been a pleasure working with him and I would recommend him to others needing financial guidance.

Frank R.

5/5

Rockie stood out to my wife and I from other investment services by adapting his services to what we were asking for, not making us fit into a pre-cut model. We wanted guidance on retirement and portfolio planning and to consider a number of scenarios. Rockie actually listened to what we wanted and gave us options on how to work together that we were comfortable with. We opted for the model of paying hourly for advice/support, which we found reasonable. He took the time with us to craft a plan for the future and modeled the risks and explained them while going through a number of what-if's. We plan to meet with him as needed/ yearly at a minimum to review and update the plan. We really appreciated his style as an advisor that listened to his clients and provided solid insights, guidance and learning and strongly recommend others to consider him for planning your future!

Darin V. N.

5/5

Personable professional committed to your successful future planning. The knowledge and experience shown while working with RP Zeigler, has allowed us to create a comprehensive plan for our future! Rockie has provided guidance on several different aspects of our financial security strategy which has drastically improved our retirement plan! This guidance ranges from 401K, stock investments, & life insurance to personal budgeting. He makes sure he receives frequent status updates to ensure the strategy doesn’t require adjustments. Rockie is not a salesman trying to earn a commission - he cares about helping you achieve your financial goals, which sells itself! After +2 years as a client, I couldn’t be happier with the services and responsiveness from Rockie and Casey! Thank you!!!

Ron L.

5/5

Rockie has always been available when I have questions. He explains things in an easy to understand way. Very cordial and extremely knowledgeable. I feel confident in is advice and trust his recommendations. I would highly recommend to anyone looking for a financial advisor.

Angie H.

5/5

There’s nothing better than when you find a services professional whom you just click with. After one meeting with Rocky, my husband and I felt an immediate surety that he was the person we wanted managing our money. In the two years since, our trust in, and appreciation for, Rocky’s advice and service has continued to grow. He’s incredibly knowledgeable and customer-service focused, always quick to respond, and has a rare gift for breaking down the complexities of finance into easy-to-follow conversations. Rocky also has a young family and understands the unique aspects of finances at this stage in life. Though we are in our 40s, we look forward to “growing up” with RP Zeigler Investments through all stages of life - and getting our kids started down a great financial path with Rocky’s help. We recommend him to everyone. Angie and Dan Hummels, Peoria

tracye11

5/5

Rocky is very knowledgeable and has helped us out with various investments and ideas we would not have thought of ourselves. We are very happy with the results he has gotten for us over the years !