About Reep Wealth Planning, INC
Reviews for Reep Wealth Planning, INC
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.
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...read full review
My wife and I met with Todd and Tim to discuss our plans going forward. It was a welcome opportunity to have a professional set of eyes review our situation and hopes for the future. We left the meeting feeling more confident, and with a few new ideas.
Thank you, gentlemen, for your time and professional expertise!