Reap Legacy, Inc. - Oakland, California

Charm B

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 that it would grow properly. During an annual review with Pat, we discussed my concerns that I wouldn't have enough retirement funds, but Pat came to the rescue and reminded me that my funds have been working towards the time when it would be necessary to activate the extra income and allow for more retirement funds. I am glad that I made the decision to work with Pat Kennedy Baxter and her assistant, Tatiana. I highly recommend that you contact Pat at Reap Legacy, Inc for her services and guidance for your financial future.

Emily Zola

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 and body...that's Pat!!

Juanita Brown

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 trustworthy. As such, I have referred Pat to several people who now thank me for making the connection.

Janet Sheard

It has really been a pleasure and honor to work with Reap Legacy, Inc. because Patricia Baxter is extremely interested in each person's investment. She makes sure that each person totally understands each investment. She is financially trustful, professional and knowledgeable. I have recommended her services to many of my friends.

Robin Shopbell

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.

Mary Ellen Janas

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.

Bernadette Wallace

I've known Pat Baxter most of my life, personally and now professionally as well. I know her heart and her passion for helping people understand and make the best decisions regarding their financial goals. I trust her. She is knowledgeable, experienced and steers her clients in the right direction for them, I would recommend Pat to anyone.

andena quintana

At Pat Baxter's financial planning workshop, earning income off of growth on investment was our "light bulb moment" to that dreaded question..."Will we have enough money in retirement?!" We were short-sighted -- only looking at the funds we had up to that point. Unbeknownst to us, Pat showed us there are options to diversify investments to provide "income" during retirement and others you let grow to tap in later. Having Pat as our financial advisor with her vast investment knowledge and genuine care in our best interest; she provided a short- and long-term plan to help us better understand and improve our current financial position to be in a better position when the day we both "hang up the 9-5/M-F life" to retirement!