ROBERT A. ZOCK & CO., INC. is a financial advisory firm with over 25 years of experience in the industry. They provide comprehensive financial services to individuals and businesses, including investment, retirement, estate, tax, insurance, education, and business planning. With a team of experienced advisors, they offer personalized solutions based on each client's unique financial goals and needs.
The firm operates on a fee-based compensation structure and charges 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. Their founder and president, Robert A. Zock, has over 35 years of experience and holds various professional certifications in the financial industry.
ROBERT A. ZOCK & CO., INC. serves a diverse client base, including individuals, families, small business owners, executives, and high-net-worth individuals. They have a clean record with no reported conflict of interests or disciplinary history. As a registered investment advisor, they are committed to providing transparent and ethical services to their clients.
Robert A. Zock & Co., Inc. is an experienced financial advisory firm that offers personalized solutions to individuals and businesses. With over 25 years in the industry, Robert A. Zock and his team have a deep understanding of the complex financial world and help clients make sound investment decisions. The firm has $100 million in assets under management, 5 advisors, and has been in business for over 25 years.
The firm provides a range of financial services, including investment and retirement planning, estate and tax planning, and insurance solutions. They serve a diverse client base and take pride in tailoring their services to meet each client's unique needs. Robert A. Zock has over 30 years of experience and holds the Certified Financial Planner (CFP) designation, continuously striving to stay up-to-date with industry trends.
Transparency is a top priority for the firm, ensuring clients understand all fees and compensation. Their fees are tied to a percentage of assets under management, aligning their success with their clients' success. As a registered investment advisor, they adhere to strict fiduciary standards, always acting in the best interest of their clients. With a clean record and no disciplinary actions or sanctions, clients can trust Robert A. Zock & Co., Inc. to help them achieve their financial goals and secure their future.