RP Zeigler Investment Services, Inc. is a fiduciary, fee-only, financial planning and investment management firm in Peoria Illinois. We provide, retirement planning, tax planning, and investment advice to people in Central Illinois, and across the country. We are fully independent, but you can rest easy knowing that your money is safely held with an established financial institution you can trust.
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Hey! Yep, my name is Rockie Zeigler III. Since you're probably wondering, no, Rockie isn't my real name. It's Roscoe (everyone asks that the first time we meet). I'm a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I've been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning.
This cost structure is a good fit for folks who have investments that are able to be moved to RP Zeigler Investment Services, Inc. from another investment firm, who have cash at their bank not earning much interest, or have an old 401(k) they're able to rollover from a previous job. All costs include investment management and all the financial planning topics mentioned above (if requested by contract).
Sarah's household has a healthy, six-figure income. She is married and has two wonderful kids. She has a nice income, but she is overwhelmed by her busy life and by trying to manage her investments, saving for retirement, saving for her kid's college, minimizing her tax burden, and managing her debt.
As someone who gets paid to give investment advice, (among other things) I feel it's of the upmost importance to be highly educated on current investment offerings. Wouldn't you agree? With that said, the research for this book began in 2017.
I've spent countless hours of research, over a 2-year time-frame, learning the intricate details of actively managed mutual funds, passively managed mutual funds, actively managed Exchanged Traded Funds (ETFs), passively managed ETFs, single factor smart beta ETFs, and multi-factor smart beta ETFs.Intricate details such as performance, tax efficiency, management fees, trading costs, and liquidity.
I've spent countless hours of research, over a 2-year time-frame, learning the intricate details of actively managed mutual funds, passively managed mutual funds, actively managed Exchanged Traded Funds (ETFs), passively managed ETFs, single factor smart beta ETFs, and multi-factor smart beta ETFs.Intricate details such as performance, tax efficiency, management fees, trading costs, and liquidity.
Reviews (10)
Darin Van Nattan
Dec 30, 2021
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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
Ryan Crawley
Dec 25, 2021
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Rockie is the perfect financial advisor for people who want honesty and don't want to worry about hidden fees and agendas from the larger agencies. Very personable and his communication skills are on point for those who want their business to be valued. Go with Rockie if you want someone who will value your money as much as you do!
Dr. Matt Craig
Dec 21, 2021
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Shelly Casper
Nov 26, 2021
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Samantha Auch
Aug 22, 2021
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Sherri Pollard
May 13, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Rockie Ziegler is hands on customer service. He had my concerns at my best interest always. Rockie always answers my phone calls promptly. He always has my best interests at heart. He is professional and so easy to talk to. I can’t say enough good about him. He also helped me when I retired smoothly and confidently.
Rockie Ziegler is hands on customer service. He had my concerns at my best interest always. Rockie always answers my phone calls promptly. He always has my best interests at heart. He is professional and so easy to talk to. I can’t say enough good about him. He also helped me when I retired smoothly and confidently.
Theresa McClellan
May 03, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I was looking for a financial planner where I could say "do with it whatever you would do as if it was your investment". I found that trust with Rockie. I know that I do not need to worry about my investments because he is so knowledgeable, professional, trustworthy, and has my best interests in mind with each transaction.
I was looking for a financial planner where I could say "do with it whatever you would do as if it was your investment". I found that trust with Rockie. I know that I do not need to worry about my investments because he is so knowledgeable, professional, trustworthy, and has my best interests in mind with each transaction.
Tim Kenney
Apr 15, 2021
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Alex K.
Dec 29, 2020
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Positive: Professionalism, Quality
Rockie takes a needs based approach to helping his clients plan for their financial goals. He’s very knowledgeable, professional, and most importantly is a great listener. This allows him to identify what’s important to his clients so that he can tailor a plan to fit his clients’ needs.
Rockie takes a needs based approach to helping his clients plan for their financial goals. He’s very knowledgeable, professional, and most importantly is a great listener. This allows him to identify what’s important to his clients so that he can tailor a plan to fit his clients’ needs.
Matthew Field
Nov 23, 2020
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Positive: Professionalism
I first met Rocky as a neighbor, followed by friendship then as a financial advisor. I was never comfortable allowing others to manage my finances. Rocky’s knowledge with the financial industry and tactful way in dealing with me as a friend gave me comfort in knowing I could trust his recommendations for my future financial planning.
I first met Rocky as a neighbor, followed by friendship then as a financial advisor. I was never comfortable allowing others to manage my finances. Rocky’s knowledge with the financial industry and tactful way in dealing with me as a friend gave me comfort in knowing I could trust his recommendations for my future financial planning.
