I've been working with Phil and his team for over three years now. He is knowledgeable, helpful, and very responsive. And he's put together a great team. I'm repeatedly impressed with his commitment to his work and with his innovative approach to his business.
I'm so happy to be a rebel Financial customer. They are exceptionally knowledgeable, professional, thorough and trustworthy. Phil was my financial adviser prior to starting rebel Financial, and my husband and I didn't hesitate to move over to rebel Financial. Phil is always courteous (as is the rest of the staff I've come in contact with) and although he understands finances WAY more than we do, he always talks us through it and makes sure we feel comfortable with the information he's providing. He's our trusted source for all of our financial questions and we feel very fortunate he's on our side.
Phil and his team at Rebel Financial are fantastic. They did a comprehensive retirement plan for me, and not only were they very knowledgeable about the various retirement plan options for state teachers. I experienced them as competent, honest, and truly interested in helping their clients, and I can definitely recommend them if you are looking for a great financial advisor!
I can't say enough about the staff at Rebel Financial. Turning my financial future over to Phil and his staff turned out to be the most comfortable experience and I wasn't expecting that. They definitely work harder at increasing my wealth than I ever did. I feel I have entrusted the best in the business to help me succeed in the financial track of my life. I highly recommend Rebel Financial. They are professional and fun, passionate about what they do and when you leave the energy of their office you feel like you just got a shot of adrenaline realizing that energy is working for you.
Phil is certainly knowledgeable and highly responsive. Although there were some bumps in the road in getting everything set up, which was largely due to the complexity of transferring multiple accounts, all has been operating pretty smoothly since moving to rebel Financial. Since I had personally been managing everything for years, it was very difficult at first to let go of that control, so Phil definitely had to do some online/telephone hand-holding. My goals of a more balanced portfolio and better informed investment strategies are certainly being met. It's the first time I've ever worked with a financial planner, and overall I'm very pleased with the experience. Love their use of Webex and other online communication tools--much more efficient than in-person meetings!
Rebel Financial is a US Finance company based in Columbus, Ohio. Rebel Financial is located at 540 Officenter Pl #286, Columbus, OH 43230, USA.
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