RF
rebel Financial
Empowering your financial freedom with personalized, expert guidance.
5(5 reviews)
Business
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Empowering your financial freedom with personalized, expert guidance.
rebel Financial is a trusted financial advisory firm based in Groveport, OH, dedicated to helping individuals and families achieve their financial goals. With a 5-star rating from 93 reviews, we offer professional, knowledgeable, and personalized services including retirement planning, investment management, tax support, and estate planning. Our team, led by experts like Barry Jamieson and Case Belger, provides clear, actionable steps to simplify your finances and ensure peace of mind. We are committed to building long-term relationships through responsive, tailored advice.
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Comprehensive strategies to optimize your budget and secure your retirement future.
Tailored portfolio consolidation and management for growth and peace of mind.
Efficient and professional tax planning and filing assistance.
Guidance on setting up living wills and trusts for family security.
Personalized advice to improve financial management skills and clarity.
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.
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.
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.
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.
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.
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