rebel Financial

A27 REVIEWS

Founded 2013 • Angie's List since March 2014

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Awards & Badges

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Super Service
Award 2019

Service Categories

Hours

Monday
9:00 AM - 5:00 PM
Tuesday
9:00 AM - 5:00 PM
Wednesday
9:00 AM - 5:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 4:00 PM

Company Contact

5940 Clyde Moore Dr Suite C

Groveport, OH 43125

Description

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to its individual and institutional clients. Founded in 2013 by W Phil Ratcliff, rebel Financial is an Independent Fee Only firm in Columbus, OH that is that is a fiduciary dedicated to serving the best interests of its clients first....

Verified Reviews

27 Total Reviews
Reviews by Rating
A Rated
26
B Rated
1
C Rated
0
D Rated
0
F Rated
0
Read reviews by category
finance advising (27)
Showing 1-10 of 27 reviews
A

RATED

10/17/2019

The team worked very well together to get us set up and confident about our financial future. We are now moving into having them actively managing our investments. Excited about the partnership.

DESCRIPTION OF WORK
Financial planning

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 10/17/2019

A

RATED

09/12/2019

So far I have been very impressed with the entire Rebel Team. They are both knowledgeable and personable- a hard thing to find together in many financial services firms.

DESCRIPTION OF WORK
Financial Planning

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 09/12/2019

A

RATED

07/14/2019

Phil has been my financial advisor for longer than Rebel Financial has been around. I feel lucky to have been able to move my money with him when Rebel started, as the level of attention and communication has continually exceeded my expectations.

DESCRIPTION OF WORK
Financial advisor

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 04/08/2019

A

RATED

10/23/2018

We have had Rebel managing our retirement accounts for two years now. I looked at a half dozen managers and settled on Rebel because of the rare combination of great analysts doggedly determined to follow a management philosophy that I trust, frequent risk assessments and account reviews to determine we are on track, and an entire staff of professionals with solid ethical standards, which can be d...

DESCRIPTION OF WORK
Financial Planning and Management of Retirement Assets

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 09/12/2018

A

RATED

10/19/2018

Rebel Financial was great in helping my wife and I prepare for retirement. They pulled together our resource, liability, and spending data, along with our future goals, to develop a clear financial plan. Then, when we actually did retire, they were extremely efficient in establishing the accounts and making the necessary transfers to begin implementation of the plan. We feel the Rebel team really ...

DESCRIPTION OF WORK
Financial Planning

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 08/23/2018

A

RATED

10/03/2018

I could not be more pleased with rebel Financial. Any time I have a question about a financial decision, an advisor promptly contacts me to go over different scenarios. They offer a range of service levels and fee pricing to meet different individuals needs. Transferring our portfolios from other managers to rebel was a smooth process. I feel that the staff has made an effort to get to know us per...

DESCRIPTION OF WORK
Financial Advice, Portfolio Management

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 10/02/2018

Images

Photo for rebel Financial - 5940 Clyde Moore Dr, Groveport, OH - 37443462
A

RATED

10/02/2018

So far so good! Advice is good. They are very knowledgeable. Whenever outside expertise is needed, they set it up. Website that contains our important information is good and easy to use. You can manage your budget and see transactions by linking your accounts. Returns are solid. Risk management is taken seriously and they check with you regularly. They are socially conscience and will invest you ...

DESCRIPTION OF WORK
Assistance with financial planning for retirement.

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 10/02/2018

A

RATED

03/15/2017

Excellent. Phil is very responsive to any questions. He does a personal visit in our home twice a year. His management over the past two years has been superb. He listens well, gives lots of information, and has superior financial software to track results, budgets, and forecast.

DESCRIPTION OF WORK
Initial financial plan including all resources; ongoing financial management

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 03/15/2017

A

RATED

02/23/2017

The staff at Rebel Financial are top notch. Their enthusiasm for what they do in providing a service to their clients is incomparable. Every time I have interaction with anyone on the staff, I come away feeling confident they have my best interest in mind. I can seriously say my finances and being ready to retire, as a concern, no longer exists. I trust them with one of the most important areas of...

DESCRIPTION OF WORK
Financial Planning - specifically around retirement readiness

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 02/14/2017

A

RATED

07/08/2015

Phil has a hands-on attention to detail coupled with a big-picture approach. He's mastered a broad range of investment tools and techniques—all of which he makes completely understandable and accessible to his clients at their respective comfort levels. His sheer enthusiasm for what he does is infectious. Instead of feeling overwhelmed by the complexities and vagaries of investing, we come away fr...

DESCRIPTION OF WORK
Phil Ratcliff and rebel Financial was recommended to us by one of my husband's co-workers. We've been working with rebel Financial for about 18 months. We have a modest investment profile, and we're basically hands-off.  Already in the short time we've been working with rebel, our investments have improved significantly, even during recent periods of market volatility. 

CATEGORY financial advisor

SERVICES PERFORMED? Yes

HIRE AGAIN? Yes

WORK COMPLETED ON 05/23/2015

Services Offered

Investment Management. Risk Management. Retirement Planning. Business Planning. Estate Planning. Comprehensive Financial Planning.

Services Not Offered

Debt Counseling. Tax Advice. Legal Advice.

General Information
Licensed
Yes
Bonded
Yes
Insured
Yes
Free Estimates
Yes
Payment Options
Visa, MasterCard, American Express, Discover, Check, PayPal
Senior Discount
0%
Emergency Service
Yes
Warranties
No
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.