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!
July 2025
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... read full review
June 2025
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
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... 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