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Reap Financial - Austin, TX
- Financial Services
- Austin, TX
About this business
REAP Financial is a boutique investment advisory firm specializing in retirement income planning, fee-based portfolio management, estate & tax strategies, life insurance, long term care & annuities. Our mission is to partner with our clients for a successful retirement. We get to know our clients, learn their goals for retirement and create a plan that will help them reach their ultimate retirement dreams. The independence and experience offered by REAP Financial helps founder, Sandra Newman and her team find long-term solut... read more
Location details
9414 Anderson Mill Rd #100, Ste 100, Austin, TX, 78729, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can't say enough good thing about Reap Financial, Chris Heerlein (Managing Partner) and Mariah Holmes (my Client Services Specialist). About 6 months age my wife and I decided to entrust Chris and his team with planning and managing a significant portion of our retirement assets. Our decision to move our assets to Reap was based on the fact that Chris was willing to spend about 2-1/2 hours with us over the course of approximately 3 weeks and three sessions. The first meeting was basically a "get to know each other" se... read more
Frequently asked questions about Reap Financial
How is Reap Financial rated?
Reap Financial has a 4.7 star rating with 116 reviews.
When is Reap Financial open?
Reap Financial is closed now. It will open on Monday at 9:00 a.m.
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