RP Zeigler Investment Services

At RP Zeigler Investment Services, Inc., we believe that a comprehensive approach to financial planning is essential for achieving long-term success. Our experienced team of professionals is dedicated to providing personalized service and expert guidance to help individuals, families, and businesses manage their financial assets and achieve their financial goals.

Our Services

We offer a wide range of services designed to help our clients achieve their financial objectives. Our investment team, led by Certified Financial Planner (CFP) and IRS Enrolled Agent Rockie Zeigler III, works closely with our clients to develop customized investment strategies tailored to their individual needs and goals. Our services include:

• Investment management: We offer a variety of investment options, from conservative fixed-income investments to more aggressive growth-oriented strategies, to help our clients achieve their financial goals.
• Retirement planning: We provide expert guidance and support to help our clients plan for a successful retirement, including strategies for maximizing tax-deferred growth and minimizing taxes in retirement.
• Estate planning: We help our clients create a comprehensive estate plan, including wills, trusts, and other necessary documents to ensure that their assets are distributed according to their wishes.
• Tax preparation: We offer tax preparation services, including individual and business tax returns, and provide guidance on tax planning strategies to minimize taxes and maximize after-tax returns.

Our Team

At RP Zeigler Investment Services, Inc., we pride ourselves on our commitment to exceptional service and unwavering dedication to our clients. Our team is comprised of experienced professionals, including Rockie Zeigler III, CFP and IRS Enrolled Agent; Casey Nabors, Office Manager; Jami Barkley, ChFC, EA, and Candidate for CFP Certification; and DEDICATED SERVICE TEAM. Our team members are passionate about helping our clients achieve their financial goals and providing personalized service with integrity and professionalism.

Partnerships

We are proud to partner with reputable organizations, including Charles Schwab, who provides us with cutting-edge technology, low-cost investment options, and extensive investment research. We also partner with The XY Planning Network (XYPN), a membership organization that provides compliance support services, financial advisor continuing educational workshops, and innovative investment programs.