About Reep Wealth Planning
Reviews for Reep Wealth Planning
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Reep Wealth Planning provides comprehensive financial and wealth planning, emphasizing retirement. The team offers personalized service, portfolios, and expertise in assets under management, tax planning, and bond portfolios, insurance, and social security planning. With over 30 years of helping clients plan retirements, the team is trusted for their excellent advice, patience, and professionalism. They provide peace of mind, helping clients achieve their financial goals and secure a comfortable retirement. The team's values include education, knowledge, experience, wisdom, and fiduciary wealth management, earning them the highest praise from those who have worked with them.
I want to say how much I enjoyed talking with Sharon Ziegler at a recent Grove Park Inn event. With her genuine and warm presence, she easy to talk with, and to connect with. She was a good listener and made me feel that she understood what I was saying and cared about my priorities. That’s such an important part of building the trust required to work with a financial professional. I highly recommend her!
I’ve lived “close to the bone” all my life, did without in order to build my savings, weathered down markets and recovered, had costly life events, worked with other passive financial managers that babysat my nest egg but didn’t offer much else. My husband and I together finally reached the tipping-point of our careers that pushed us out of the rat race. But, did we have the income to replace our wages?
The Reep team approach covered ALL our needs, especially tax planning, wealth management, and guaranteed income (shout-out to Jason who has the patience of Job) They answered endless questions, presented realistic and appropriate solutions that are custom...read full review
I have been a satisfied customer of Todd Reep for 12 years. Because I was dissatisfied with the volatility of the stock market, I decided to substitute annuities with a fixed return. Todd was more creative and able to find two annuities which over the past 5 years have made up for any loss I would have had in the market. Todd is always available to answer questions and the office staff is always friendly and available to help