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RP Zeigler Investment Services, Inc
- Investment Service
- Peoria, IL
About this business
More than 6,000 Registered Investment Advisors nationwide have chosen TD Ameritrade Institutional as their preferred provider of client account support. With over $1.1 Trillion in total client assets, and over 11 million client accounts, you can be certain that your assets are held with a financial institution that you can trust. With a partner like TD Ameritrade Institutional, our firm is supported by a team that works with us each and every day. TD Ameritrade Institutional assists us in providing unparalleled client servi... read more
Location details
2914 W Willow Knolls Dr, Peoria, IL, 61614, United States
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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 ... read more
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 !
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 alternative... read more
RP Zeigler Investment Services is very friendly and easy to talk to. They are good at making sure your portfolio has the best securities in it when the market is both up and down Ron Garmer
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 adjustm... read more
Frequently asked questions about RP Zeigler Investment Services, Inc
How is RP Zeigler Investment Services, Inc rated?
RP Zeigler Investment Services, Inc has a 5 star rating with 51 reviews.
When is RP Zeigler Investment Services, Inc open?
RP Zeigler Investment Services, Inc might be open. It requires an appointment.