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rebel Financial
rebel Financial : Des conseils financiers personnels et pratiques pour une planification claire de la retraite à Groveport.
5(5 avis)
Business
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rebel Financial : Des conseils financiers personnels et pratiques pour une planification claire de la retraite à Groveport.
rebel Financial, situé au 5940 Clyde Moore Dr, Groveport, OH 43125, est un consultant financier proposant la planification de la retraite, la budgétisation et les conseils de portefeuille. Les avis mettent en avant un service professionnel, compétent et personnalisé, avec des étapes pratiques et concrètes et un soutien réactif. Les clients notent des comptes d'investissement sur mesure, la mise en place d'un testament de vie et d'une fiducie, et des portefeuilles consolidés pour une tranquillité d'esprit.
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Des stratégies complètes pour optimiser votre budget et sécuriser votre avenir à la retraite.
Consolidation et gestion de portefeuille sur mesure pour la croissance et la tranquillité d'esprit.
Planification fiscale efficace et professionnelle et assistance pour la déclaration fiscale.
Conseils pour la mise en place de testaments vivants et de fiducies afin de protéger votre famille.
Conseils personnalisés pour améliorer la gestion financière et la clarté de votre situation financière.
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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