rebel Financial

Name: rebel Financial
Address: 5940 Clyde Moore Drive, Groveport, OH, 43125, US
Telephone: (614) 441-9605
Price range: $$$
Rating: 5

rebel Financial: Personal, practical financial guidance for clear retirement planning in Groveport.

5(5 reviews)

financial-advising

$$$

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About

rebel Financial, located at 5940 Clyde Moore Dr, Groveport, OH 43125, is a finance consultant offering retirement planning, budgeting, and portfolio guidance. Reviews highlight professional, knowledgeable, and personal service with practical, actionable steps and responsive support. Clients note tailored investment accounts, living will/trust setup, and consolidated portfolios for peace of mind.

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Location

5940 Clyde Moore Dr, Groveport, OH 43125, USA

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Information

5940 Clyde Moore Drive

Groveport, OH, 43125

(614) 441-9605 rebelfinancial.com/

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Services

Retirement Planning

Comprehensive strategies to optimize your budget and secure your retirement future.

Investment Management

Tailored portfolio consolidation and management for growth and peace of mind.

Tax Support Services

Efficient and professional tax planning and filing assistance.

Estate Planning

Guidance on setting up living wills and trusts for family security.

Financial Consultation

Personalized advice to improve financial management skills and clarity.

5.00 · 5 reviews

Overall rating

Colleen Neuenschwander

via Google

· 1 year ago

Our experience working with Barry Jamieson with Rebel Financial has been very professional, knowledgeable and personal. He has patiently, and kindly led us through current budget to recognize our opportunities in retirement. He is committed to our understanding the process and provides guidance for more clarity and simplicity. We are very grateful and confident with his service. We also value the services Rebel Financial provides to forecast and plan.

Muhammad G. Husnain

via Google

· 1 year ago

I’m currently collaborating with Barry Jamieson from Rebel Financial, and my experience has been nothing short of exceptional. Barry is incredibly kind and approachable, making it easy to discuss my financial goals. He has provided me with practical and actionable steps that have significantly improved my financial management skills. His expertise and guidance have offered me a new perspective on managing my finances effectively. I wholeheartedly recommend Barry to anyone seeking reliable financial advice and support.

Cd cd

via Google

· 1 year ago

I joined Rebel about 6 months ago. My Advisor, Case Belger, has been excellent with setting up a handful of investment accounts tailored to myself and my family’s future goals as well as advising and managing my 401k. He also assisted with setting up a living Will / trust. Case Belger is always very polite, professional and very knowledge. We appreciate Case & Rebel Financial very much.

Christopher Thompson

via Google

· 1 year ago

I am very satisfied with the tax support ai received from Rebel Financial. It was quick, efficient, and highly professional. I have enjoyed working with Rebel Financial for the last three years and expect to continue working g with them in the future.

Cindy Nivens

via Google

· 1 year ago

Barry Jamison and the entire rebel Financial team have been wonderful to work with. They are very responsive to our questions and concerns and have made it extremely easy to get our portfolio consolidated, so we have peace of mind in our financial decisions. I would definitely recommend rebel Financial.

Three Creeks Capital Management in Columbus, Ohio offers personalized financial guidance and retirement planning with a focus on pension systems like STRS and OPERS. Clients value the team's listening, tailored recommendations, and proactive, responsive communication. The firm emphasizes long-term relationships and ongoing support to help families navigate retirement decisions.

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