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rebel Financial
rebel Financial: guía financiera personal y práctica para una planificación de la jubilación clara en Groveport.
5(5 reseñas)
Business
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rebel Financial: guía financiera personal y práctica para una planificación de la jubilación clara en Groveport.
rebel Financial, ubicado en 5940 Clyde Moore Dr, Groveport, OH 43125, es un consultor financiero que ofrece planificación de jubilación, presupuestos y asesoramiento de carteras. Las reseñas destacan un servicio profesional, competente y personalizado, con pasos prácticos y accionables y un soporte receptivo. Los clientes señalan cuentas de inversión personalizadas, la configuración de un testamento vital y de un fideicomiso, y carteras consolidadas para la tranquilidad.
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Estrategias integrales para optimizar tu presupuesto y asegurar tu futuro de jubilación.
Consolidación y gestión de carteras a medida para el crecimiento y la tranquilidad.
Asistencia eficiente y profesional en la planificación fiscal y en la declaración de impuestos.
Guía para establecer testamentos vitales y fideicomisos para la seguridad de la familia.
Asesoramiento personalizado para mejorar la gestión financiera y la claridad.
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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