REAP Financial
Financial AdvisingHours:
9414 Anderson Mill Rd #100, Austin TX 78729 Hours
About REAP Financial
REAP Financial Group is a registered investment advisory firm that takes a conservative approach to carefully coordinate with legal and tax advisors. They provide independent management that balances both growth and preservation, keeping clients on track with a customized retirement planning process. The firm focuses on retirement income planning, fee-based portfolio management, estate and tax strategies, life insurance, and annuities. Clients praise REAP Financial as an extremely successful and knowledgeable resource in guiding them for many years to achieve their retirement goals. The dedicated team makes recommendations to help clients ensure they have the income to sustain their pre-retirement lifestyle. As a family-owned business with a strong track record of longevity, clients do not have to worry about a new financial advisor every year. Clients particularly commend the expertise of Sandra Newman, a co-founder and Chartered Retirement Planning Counselor (CRPC) at REAP. Overall, REAP Financial is highly recommended for retirement planning, from the start of the process through the achievement of clients' goals and the realization of their retirement dreams. Clients appreciate the firm's professionalism, responsiveness, and guidance in making important financial decisions.
Most Recent Reviews
October 2024
Leah Newman was so helpful. She is very professional, and knows how to help her clients. Outstanding! Many thanks to Leah!
October 2024
I am very pleased with the help we have received. We now have a peace of mind concerning our retirement.
Amy Munley is always helpful and very quick to provide the services we need.
October 2024
Angelina Tran was very helpful in answering my questions in a timely manner. I recommend Reap Financial because they have advised me and my husband on our retirement plans successfully. I will continue to seek their advice.
More Comments(87)
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