How does Robert A. Zock & Co., Inc. help their clients – Key Takeaways:
ROBERT A. ZOCK & CO., INC. is a financial advisory firm that specializes in providing comprehensive financial guidance and services to individuals and businesses. They have a team of experienced financial advisors who offer personalized solutions to each of their clients based on their unique financial goals and needs.
Facts and Insights
Founded in 1995, ROBERT A. ZOCK & CO., INC. has over 25 years of experience in the financial industry. This has allowed them to establish a strong track record of success and build a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
ROBERT A. ZOCK & CO., INC. offers a wide range of financial services to their clients, including:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
ROBERT A. ZOCK & CO., INC. works with a diverse client base, including:
- Individuals
- Families
- Small business owners
- Executives
- High-net-worth individuals
Fees & Compensation
ROBERT A. ZOCK & CO., INC. operates on a fee-based compensation structure, which means they charge a percentage of the assets they manage for their clients. This ensures that their interests align with those of their clients and they are focused on helping them grow their wealth.
Background
The founder and president of ROBERT A. ZOCK & CO., INC., Robert A. Zock, has over 35 years of experience in the financial industry. He has a Bachelor of Business Administration degree in Accounting and Finance from the University of Massachusetts. He also holds multiple professional certifications, including the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROBERT A. ZOCK & CO., INC. is required to disclose any conflicts of interest and any disciplinary history. They have a clean record and have no disclosures to report.