Helping Your Financial Dreams Become a Reality
When you partner with Rock Valley Investment Services, we get to know you before offering financial advice or developing a financial plan. We take the time to learn about your hopes, dreams, and concerns. Together, we’ll encourage your investments to grow for years to come – helping to make your financial dreams a reality.
Not sure where to start? Meeting with an RVIS Wealth Manager is simple!
CONTACT
Set up a meeting with an RVIS Wealth Manager.
MEET
Get to know you, understand your goals, address your concerns, & develop a plan
PLAN
Customized recommendations are presented and discussed.
EXECUTE
Implement your personalized financial plan.
REVIEW
How did we do? Let us know! Routine follow-ups.
RVIS Services
Meet Our Team
Our investment services are offered in partnership with Upstream Investment Partners, an independent, full-service financial firm that provides holistic financial planning to help invest and grow your wealth and manage your hard-earned assets.
Each of our expert Wealth Managers are here to serve you conveniently from an RVCU branch.
Thomas Peterson
Private Wealth Manager
CMFC, APMA, AIF, RFC certified
Office: (815) 282-0300
Cell: (815) 997-7413
Email: tpeterson@upstreamip.com
For more information or to schedule an appointment for a free consultation, contact one of our wealth managers above.
Registered Representative of and Securities are offered through LPL Financial. Fee-based investment advisory services offered through LPL Financial, a registered investment advisor.
Rock Valley Investment Services is independent of LPL Financial.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. There can be no assurance that any specific investment strategy will be profitable. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. This material does not constitute an offer to buy or a solicitation of an offer to sell any security and is presented for informational purposes only
