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Helping You Make Sound Decisions For Your Future As president and founder of REAP Legacy, Inc. in Oakland, CA, Pat Baxter has helped hundreds of individuals, couples and business-owners develop successful retirement plans, with a focus on creating guaranteed lifetime income. REAP Legacy also provides assistance with investment strategies, tax-free savings, estate planning, life insurance planning & long term care protection. In addition we work with businesses to develop effective and viable Executive Plans, Deferred Compen... read more
1901 Harrison St, Suite 100, Oakland, CA, 94612, United StatesGet directions
|Mon||8:00 p.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
I have been a client of Pat Kennedy Baxter at Reap Legacy, Inc for about 5 years. Pat is very knowledgeable and thorough about finances, and stays current with the changes in the financial market. She has been patient with me to ensure that I understood the different financial products and how each one operates. Additionally, Pat has been very instrumental in my retirement journey and ensured that I had enough money to retire. She also made sure that I placed lazy finances and put other investment products to better use so t... read more
I have known Pat Kennedy Baxter for at least ten years and have found my dealings with her on financial and personal basis have been very satisfactory. Her professional business advice in dealing with retirement planning has been most helpful. I have enjoyed her input on a personal level as well and have recommended her services at Reap Legacy to my family. I very much appreciate her calm demeanor in discussing business matters. I also admire her healthy lifestyle and being a top physically fit individual. Healthy mind ... read more
Pat is kind and I always feel she listens closely to my concerns, details and general discussion. She has advised me for over 5 years. She helps plan for my financial future with an experienced and professional view that I greatly appreciate. Finances are an important personal topic and Pat brings a confidence I would not have doing this solely on my own. I highly recommend working with her and her assistant Tatiana.
I have been working with Pat Baxter for about 5 years now. She is precise, diligent, pleasant and extremely knowledgeable in her field. In addition, her executive assistant Tatiana Benjamin is also quite diligent and very pleasant to work with. No matter the time of year, Pat is responsive to my queries about my financial portfolio. I know I can always count on Pat to keep track of things. Ever patient, Pat breaks things down for me repeatedly over time and space, if need be. I feel as though she has my back and is trustwo... read more
We have put our trust in Pat Baxter and the team at Reap Legacy for several years. Her expert guidance, insightful knowledge of financial markets, and active listening skills have given us complete confidence that our retirement plan is solid. We feel very lucky to have such a skilled and thorough partner in retirement planning.
Reap Legacy, Inc. has a 5 star rating with 9 reviews.
Reap Legacy, Inc. is closed now. It will open on Monday at 8:00 p.m.