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rebel Financial

Founded 2013 • With Angi since March 2014

5.0

(36) Verified Reviews

Business Highlights

Veteran Owned & OperatedVeteran Owned & Operated
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Financial Planning
Accountants/Tax Consultants

Description

Call us today to see how we can assist you on your financial journey, and provide you the value you deserve. rebel Financial is a Fiduciary, Fee-only Firm in Columbus OH. We are a Registered Investment Advisor (RIA) who provides you with a holistic approach to all your financial needs so you can spend less time managing your finances and more time enjoying life. Our services consist of Retirement Planning, Estate Planning, Financial Planning, Tax Planning, and Investment Management for individual and institutional clients. However, we are more than a firm that manages your money; we are your financial coaches and partners who strive to help you through the good times and bad, whether it's a small or big financial decision. We put people before profits because we are dedicated to serving the best interests of our clients first. Schedule a free consultation at www.rebelfinancial.com ...

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Verified Reviews

A few reviews for this pro...
5.0

10/30/2020

I have been with Rebel nearly 20 years. They have proven to be extremely helpful and strategic with a professors income. I do not know where I'd be financially without their guidance and assurance in their process. It is fueled by a passion to excel and grow. I am in awe of their innovation and tech support. During these crazy times especially. I'm very pleased with the entire team. Deeplt gratefu...

Description of Work
Financial Planning

Category financial advisor

5.0

10/29/2020

The team at Rebel is professional, honest, efficient and caring. They are actual fiduciaries which means they are strictly beholden to their customers and not financial institutions.

Description of Work
Financial planning

Category financial advisor

5.0

10/29/2020

I had been looking for a fee-based financial advisor for years when I met Phil Ratcliffe. He had a track record working with Ohio University faculty, and when he started his own business he was the only advisor I spoke to who was interested in helping me with what I had then. With other advisors, I heard "Give me a call when you have X amount of money to invest." Since then I have gained more weal...

Description of Work
retirement planning

Category financial advisor

5.0

10/29/2020

Phil and his team are very professional, and easy to work with. They offer many services to their clients and very focused in providing tools for the clients to follow the performance. We started this year with the team, and look forward to many years of successful outcomes and amazing support from them. I know we will evolve over time with their many service offerings that will meet our financial...

Description of Work
Financial and retirement planning

Category financial advisor

5.0

10/29/2020

Each encounter that we have with the Rebel Financial staff has been very professional and well done. We get all our questions and concerns answered. The full service that we get is extremely helpful in that your tax returns and estate planning all ties into your budget, savings, and investments. We never had a full service Advisor team before and wish we did. For over ten years I was the one doing...

Description of Work
We transferred our accounts from a prior financial advisor in late 2017. In 2019 we redid our Trust and Estate planning since we moved from Ohio to TN with Rebel Financial. Our income tax returns are done by Rebel Financial as well as a review of prior year done by another tax specialist. In 2020, we used Rebel Financial advise in establishing Long-Term health policy with another company. We receive 2 to 3 financial reviews each year.

Category financial advisor

    Services Offered

    Investment Management. Risk Management. Retirement Planning. Business Planning. Estate Planning. Comprehensive Financial Planning. Tax preparation & planning.

    Services Not Offered

    Debt Counseling. Legal Advice.

    General Information
    Free Estimates
    Yes
    Payment Options
    Visa, MasterCard, American Express, Discover, Check, PayPal
    Senior Discount
    0%
    Emergency Service
    Yes
    Warranties
    No