Analyzing 7,222,6097.2M ReviewsFor 20,47620.5K Experts
Google reviewers rate REAP Financial 4.9 out of 5 based on 166 reviews, with the owner responding to 96% of feedback. Clients frequently praise the firm for comprehensive financial planning, tax preparation, estate guidance, and Medicare assistance, noting that staff members are knowledgeable, responsive, and thorough in their communication. However, some lower-rated reviews criticize the initial consultation experience, describing interactions as rude or dismissive toward clients without significant assets, and one client expressed frustration regarding advisor assignment policies.
Data from Google, last updated November 1, 2026.
Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: replies to reviews.
Bar = this company · dark tick = category median.
166 Google reviews we collected
Phrases our text analysis found in 159 written reviews
Price verdicts customers left with their Google review
How often each topic comes up in the written reviews
We read 159 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I’ve also appreciated the helpful services Reap can facilitate, either in-house or through trusted providers who take care of their clients, including…”
“Day to day interaction is through the staff, in particular with Amy Munley, who have been nothing but fast, responsive and determined in accomplishing my goals.”
“Nora was especially knowledgeable and took the time to thoroughly explain our specific tax obligations related to the sale.”
“I highly recommend REAP Financial to anyone needing financial or retirement planning .”
“She is extremely knowledgeable and explains everything to her clients.”
“…the helpful services Reap can facilitate, either in-house or through trusted providers who take care of their clients, including legal assistance wit…”
“on Medicare today and felt a great deal of relief afterwards!”
praise complaint · found by our text analysis, Google review wording unchanged.
Customers hired REAP Financial for 7 kinds of job. Pick one to see what they paid and said.
REAP always provides excellent service and advise. Sandra and staff are professional and caring.
Class act. Very professional. Really appreciate the way REAP has treated my family. Encompassing strategies around legacy planning, asset protection, and reducing tax liability. Strongly recommended!
I have used Reap for over a decade and have been very happy with the financial planning solutions they have provided and the results we have achieved. I’ve also appreciated the helpful services Reap can facilitate, either in-house or through trusted providers who take care of their clients, including legal…
I can't say enough about the support we got from the Reap Team member, Nora Torres-Rosas! She worked with me on 3 years worth of tax issues we had. Her professional advice and ability to read through the IRS tax language was amazing. I couldn't have filed the amendments without her help!! The peace of mind doing…
Nora (REAP Tax Liaison) offered to review my 2025 personal tax review with special attention to our real estate investments and found a few items that my CPA missed while preparing our taxes this year. These items impacted the taxes I owed so we were able to correct them before submitting to IRS. Thanks to Nora…
Justine has been an excellent help to me when I changed jobs and had to reevaluate my 401K Contribution. With her and Leah's help I feel confident in my retirement plan in a few years!
| Job | Reviews | Category typical |
|---|---|---|
| Retirement savings consulting | 11 | — |
| Financial plan | 10 | — |
| Investment advising | 9 | — |
| Tax planning | 5 | — |
| Estate planning | 3 | — |
| Insurance purchase consulting | 3 | — |
| Wealth management | 2 | — |
4.9 ★★★★★ 166 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
REAP always provides excellent service and advise. Sandra and staff are professional and caring.
Thank you, Valerie, for the kind words. It is a pleasure to serve you and Harold.
Class act. Very professional. Really appreciate the way REAP has treated my family. Encompassing strategies around legacy planning, asset protection, and reducing tax liability. Strongly recommended!
I have used Reap for over a decade and have been very happy with the financial planning solutions they have provided and the results we have achieved. I’ve also appreciated the helpful services Reap can facilitate, either in-house or through trusted providers who take care of their clients, including legal assistance with estate-planning matters, Medicare guidance, and, most recently, a tax analysis for the sale of a rental property. For the tax analysis, we worked with Nora Torres-Rosas at Reap. Nora was especially knowledgeable and took the time to thoroughly explain our specific tax obligations related to the sale. We very much appreciated her patience and her ability to explain the IRS rules in a way that was easy to understand, allowing us to confidently make appropriate estimated tax payments.
Mike, thank you for trusting REAP for more than a decade! We’re so glad Nora and our team have been able to provide helpful guidance through so many important financial decisions. We truly appreciate your kind words and continued confidence in REAP.
I can't say enough about the support we got from the Reap Team member, Nora Torres-Rosas! She worked with me on 3 years worth of tax issues we had. Her professional advice and ability to read through the IRS tax language was amazing. I couldn't have filed the amendments without her help!! The peace of mind doing this with secure files exchanges and follow up messages made me sleep better too!! Thank you SO much!!
Linda, thank you so much for sharing your experience. We’re thrilled to hear how helpful Nora was in navigating your tax issues. We’re grateful for your trust in the REAP team!
Nora (REAP Tax Liaison) offered to review my 2025 personal tax review with special attention to our real estate investments and found a few items that my CPA missed while preparing our taxes this year. These items impacted the taxes I owed so we were able to correct them before submitting to IRS. Thanks to Nora for her attention to detail and the attention to her customer.
Russell, thank you so much for sharing your experience! We’re thrilled Nora was able to provide such thoughtful and detailed support. We truly appreciate your trust in REAP and are grateful to be part of your financial journey.
Justine has been an excellent help to me when I changed jobs and had to reevaluate my 401K Contribution. With her and Leah's help I feel confident in my retirement plan in a few years!
Paula, thank you for sharing your experience! We’re so glad Justine and Leah helped provide confidence in your retirement plan.
There were some snags on my former employers end (they failed to tell me they had changed 401(k) providers, they refused to sign needed paperwork, etc.), and Kate Newman persevered through it all, finding where my funds have gone, dealing with red tape, and finally, getting my funds invested in my Fidelity account. She has been awesome to work with, and I look forward to many years of working with her and Chris Hundl!
Susan, thank you for taking your time to share your experience with Kate Newman and Chris Hundl. We are so glad Kate was able to be of assistance.
I have had several financial advisors over the years, but I found REAP Financial in 2015 and couldn't be happier with both their service and with the productivity of my accounts. I have spoken with several of their excellent and knowledgeable advisors and leaned heavily on their advice for all my financial needs. Recently, after selling a high valued piece of property I needed to determine the capital gains tax implications. I was able to work with Tax Liaison Nora Torres-Rosas and decide how much of the gains I could reinvest and how much I needed to keep in reserve for the IRS. Day to day interaction is through the staff, in particular with Amy Munley, who have been nothing but fast, responsive and determined in accomplishing my goals. I highly recommend REAP Financial to anyone needing financial or retirement planning .
Wes, Thank you for taking the time to share your experience with Amy and our team here at REAP!
The staff at REAP are absolutely amazing. I would recommend Leah and her financial savvy skills to anyone interested in financial planning. She is extremely knowledgeable and explains everything to her clients. Amy is also extremely knowledgeable patient and through. The staff here are amazingly accommodating, helpful, and always in tune to your retirement needs. No question is ever not answered. Top notch service. Highly recommend Leah and Amy and Miss Justine. 👍👍👍 Miss Justine is always so polite, pleasant, and extremely courteous with follow ups...LOVE all the staff. Excellent Customer Service!
Denise, Thank you for taking the time to share your experience with Leah, Amy & the team here at REAP!
REAP Financial has been such an amazing experience for our family. Their team TEAM works closely with you to illustrate your family’s financial portfolio to protect your future & provide you with a peace of mind. Thank you Mariah, Lata, Chris H. & the rest of their team for taking such great care of our family’s needs!
Thank you for taking the time to share your experience with Chris, Mariah, Lata and the team here at REAP!
Analyzing 7,222,6097.2M ReviewsFor 20,47620.5K Experts
