RP Zeigler Investment Services, Inc - Peoria, Illinois

RP Zeigler Investment Services, Inc: Una opción confiable para asesoramiento financiero

RP Zeigler Investment Services, Inc, con sede en 2914 W Willow Knolls Dr, Peoria, IL 61614, United States, es una empresa que ofrece una variedad de servicios financieros, incluyendo asesoramiento financiero, consultoría financiera y servicios de inversión. Su ubicación en Peoria, Illinois, la convierte en una opción conveniente para residentes locales y visitantes.

Especialidades y servicios

Entre las especialidades de RP Zeigler Investment Services, Inc se encuentran:

• Financial planner
• Financial consultant
• Financial institution
• Investment company
• Investment service
• Preparación de impuestos

La empresa ofrece servicios tanto en línea como en presencia, lo que permite a los clientes elegir el método que mejor se adapte a sus necesidades. Además, el edificio es wheelchair-accessible, lo que facilita la visita para personas con discapacidad.

Otras características y comodidades

RP Zeigler Investment Services, Inc también ofrece:

• Appointments recomendados
• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet

La empresa se destaca por su excelente servicio al cliente y su capacidad para entender las necesidades individuales de cada cliente. Los clientes se sienten atendidos como familia y se les proporciona un plan financiero personalizado que se adapta a sus objetivos y necesidades.

Opiniones y recomendaciones

Con 54 reviews en Google My Business, RP Zeigler Investment Services, Inc ha demostrado ser una empresa con una media de opinión de 5/5. Los clientes expresan su satisfacción con el servicio y la atención personalizada que reciben. Se recomienda visitar la página web de la empresa para programar una consulta y conocer por sí mismo el valor que ofrece.

Recomendación final

Para aquellos que buscan asesoramiento financiero confiable y personalizado, RP Zeigler Investment Services, Inc es una excelente opción. Con su ubicación en Peoria, Illinois, y su amplia gama de servicios, la empresa es ideal para residentes locales y visitantes. Se recomienda visitar su página web para programar una consulta y descubrir cómo pueden ayudar a alcanzar sus objetivos financieros.

Visita su página web para obtener más información y programar una consulta.

👍 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

Kim M.

5/5

We are new clients of RP Zeigler and very happy we made this choice! He has been awesome, always available for any questions or concerns, and made it a very simple process to get on board with him!
We are very very comfortable with his expertise!