Few things can be as hard as choosing a new financial advisor! After attending a number of seminars, we attended one that made us sit up straight and listen! Reep Wealth Advisors soon had us sitting on the edge of seats, saying what we’ve been waiting to hear since deciding that we needed something better than an investment firm that offers a computer program that makes every decision and that makes you swallow hard every year when you look at the cost of that service. We decided a slow, get to know you, path, that reaffirmed our decision to make a move. Todd Reep and his team exceeded our expectations and listened to what we had in mind for our future. Together… read full review
About Reep Wealth Planning, INC
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.
Reviews
We have been with Reep Wealth Planning for over a decade and are very pleased with their advice and service. Retirement is great when you don’t have to worry about your money.
I met Todd Reep 9 years ago at one of his free financial seminars/dinner. I was impressed at that first meeting and scheduled a one-on-one the same week. Todd is one of the most helpful and knowledgeable people I’ve ever dealt with. His presentation was very thorough and enlightening. I was- and still am- very happy with his outstanding ability to explain and articulate issues that I was unfamiliar with. His approach is relaxed and conversational, which is exactly what is needed in his job.
My wife and I ultimately set up several different investment packages and retirement funds. We feel very fortunate to have met Todd Reep.
Based on these last 9 years working with… read full review
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Location
404 Executive Park, Asheville, NC 28801
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