
Colleen Neuenschwander
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.
Muhammad G. Husnain
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.
Marilyn Quist
This was the first year we used Rebel Financial for our taxes and we would highly recommend them for the following reasons: Excellent communication, quick responses to our questions, thorough research with our multiple state returns and the ease of the TaxDome program. We will definitely be using them again next year!
Cd cd
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.
Michael Sponsler
I'm very pleased with the tax preparation completed by rebelFinancial. It's easy to upload your information, answer some questions , and they do the rest. The communication is excellent and the price is very good. I've been with rebel for many years and trust them with all my financial needs.
Brandon Hidalgo
I've been working with Barry Jamieson and Rebel Finance for a couple years now. They've done great taking on managing my financial assets.
I also enjoy meeting with Barry on occasion to discuss my financial future. He has helped me become a more financially literate and responsible individual.
Cindy Nivens
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.
Richard Whaley
I'd like to comment on the good service I receive at Rebel Financial.Tony Jones has been very good at helping with our taxes and investments, and a special thank you to Catherine Smith for all she does for us. She has been so helpful in getting all the various forms related to the investments taken care of.
Thomas Driver
Barry Jamieson at rebel Financial has been our financial advisor for over 10 years. Barry has guided us through a variety of situations and we've profited from working with him in many ways, including our net worth. My wife and I trust Barry and rebel to provide advice that is in our best interest, not their own. I recommend anyone looking for an honest, responsive and ethical advisor to contact Barry at rebel Financial. You won't be disappointed.
Ana Maria Ceballos
Working with Barry Jamieson and the Rebel Financial team has truly been an exceptional experience. In the face of challenging financial times, my family has found invaluable support and guidance from Barry. His expertise and personalized advice have been key in navigating our financial journey with confidence. I highly recommend Barry and his team to anyone seeking expert financial assistance.
Kelly Driver
This was our first experience filing our taxes with rebel Financial and our preparer, Tony Jones, was a great partner. He kept us well informed throughout the process and was always quick to answer our questions and available for meetings. We'll definitely use their tax prep services next year.
Duffy Jamieson
My wife and I had a fantastic experience with Rebel Financial, particularly with Tony. The communication throughout our entire tax preparation process was excellent. Tony ensured our taxes were prepared in a timely fashion, and he consistently kept in touch with us to provide updates and answer any questions we had. His polite and professional demeanor made us feel comfortable, and we trusted his advice wholeheartedly. We highly recommend Rebel Financial and Tony for their exceptional service and expertise.
Mia Khy
I’m a recently divorced, mother of two special needs kids. I recently moved down here from the northwest Ohio area. I had a financial planner there who was willing to continue working with me despite the distance. But, I was not completely satisfied with our working relationship. He really didn’t help me to understand my finances and being recently divorced, it was very important to have a complete understanding of my finances. Also, he never included my two special needs children as part of my financial plan. Actually, he never even asked about them.
So, I began to look for a financial planner closer to home and someone who hopefully understood the current and future challenges my children and I would face. Well, surprisingly, I hit the jackpot of financial planners when I met Barry from Rebel financial! Not only is Barry a very educated, savvy, and qualified financial planner, he also throughly understands and specializes in working with special needs families. Right off the bat, Barry wanted to know details about my kids needs, both present and future, and he wanted to know who they are and what they wanted out of life. When we started making my financial plan he automatically included a plan for each of my children. Barry has experience working in special needs financial areas such as waivers, Medicaid, and social security to name a few. Barry is very trustworthy, easy to talk to, and I feel he is genuinely invested in my and my children’s future. All the other people I have met at Rebel Financial have been warm and welcoming. I truly feel that I have a financial advocate in my corner with Barry and Rebel Financial.
Malinda Scott
I’ve been working with Barry for many years (10+). I have had a great experience with his professionalism, personal touch and willingness to go the extra mile to give explanations when it comes to investment decisions. We have personal quarterly meetings over video or in person where he explains my investment options. I would highly recommend Barry to anyone looking for a financial advisor.
Alexander Harvey
I have been working with Rebel, and specifically Jonathan, for two years now. I was impressed by the access clients have to their advisor/coach. As a client, you can schedule an in-person appointment, call, or Zoom meeting all online through the online portal. Jonathan always takes his time to answer all of my questions and never makes me feel as though he is trying to make our conversations as short as possible. I highly recommend this firm not only because of their exceptional client service but also because of their fee structure of monthly payments. These payments are very affordable and great for young professionals, like myself, that are just getting started on the road to financial freedom. They even have a Wills and Estates program you can utilize.
Branden Axis
I've only begun working with Rebel Financial recently; however, during that time, I am impressed with both their professionalism and friendly demeanor. I specifically have been working with Jonathan Bailey who has been able to provide advice and guidance on finances, investment, debt-to-profit ratios, and estate management. He has provided detailed road maps of our next steps together and has gone above and beyond when assisting me. I have worked with other companies, such as Equitable and ETrade, and neither has provided the insight I felt was needed to make financial decisions. Jonathan has quickly established himself and his company as credible sources for me to utilize with any questions relating to my financial situation. I cannot recommend Rebel Financial enough for those looking for a place to have peace of mind when working with a financial advisor.
Patrick Mayer
The team at Rebel Financial has been great to work with. I had the luck of being one of their original customers and have seen this office grow over the past ten years. The great part about a fiduciary is that they aren't pushing a product like Ameriprise or others - instead they are letting you know what is best for your money in your situation. The team reaches out regularly to check how you feel about the markets and how your planning is going and are always willing to answer questions.
I have strongly recommended them for years and that doesn't seem like its going to change any time soon.
Patricia Mumme
I've been very happy working with Barry Jamieson for the past few years. Although I had some concerns about the switch to Rebel, Barry has gone out of his way to walk me through the new website and new policies, explaining everything carefully and patiently. He takes a real interest in his clients and I consider him a trusted friend.
Anne Mishne
I have been working with Barry Jamieson for several years, even prior to his joining rebel Financial Group. I met Barry at Cincinnati Children's Hospital Medical Center when he was teaching a class for parents of special needs children, reviewing strategies to provide financial security for their children. Barry is extremely knowledgeable about Special Needs Trusts, STABLE accounts and many other topics of interest to special needs families. He writes a newsletter for his clients about these issues which is very educational. Barry has been incredibly helpful in guiding my investments and helping me prepare for retirement while protecting my son's future at the same time. Barry is very easy to work with and he is always available to answer questions. His advice is based on sound research and he is able to explain financial matters in a way that anyone can understand. Barry is extremely intelligent, thoughtful, and committed to providing the best outcome for his clients. While Barry is a particularly good fit for families with special needs children, I highly recommend Barry Jamieson to anyone who is looking for a top notch financial advisor. You won't be disappointed!
Anuradha Pandey
Rebel was the first place I felt comfortable trusting with my finances. My advisor Jonathan has been instrumental in getting my financial life on track. Unlike other firms, they welcome all clients regardless of net worth. If you're a millennial working through the effects of cyclical financial crises, this is the place for you.
Andrew Nash
I reached out to Tony 5 years ago. We had a wonderful conversation that ended with Tony telling us that we were not financially ready yet for a financial advisor. I appreciated his honesty then and especially now as a client. Tony has guided us through a rocky couple of years. Tony always makes sure that we understand our plan and how our decision will meet our financial goals. rebel Financial brings peace of mind to our financial future!!!
C C
Will work with these guys 'til the end. I've recommended them to friends and family. They are smart, reasonably priced, and well-connected. Their strategies and management of my assets have been exceptional. If you've been working with any of the other big firms, you should try this small, knowledgeable fee-only fiduciary firm.
Denise Dal Vera
I have been with Rebel nearly 20 years.
They have proven to be extremely helpful and strategic with a professors income. I do not know where I'd be financially without their guidance and assurance in their process. It is fueled by a passion to excel and grow. I am in awe of their innovation and tech support.
During these crazy times especially.
I'm very pleased with the entire team.
Deeplt grateful 🙏
Mary Chory
2020
Phil and his team are very professional, and easy to work with. They offer many services to their clients and very focused in providing tools for the clients to follow the performance. We started this year with the team, and look forward to many years of successful outcomes and amazing support from them. I know we will evolve over time with their many service offerings that will meet our financial needs over time. We trust them with their advice and direction.
Louise Griffiths
I have been a client of Phil and his team's since the start of this company! I am very pleased with the service and consideration rebel provides. Every interaction is personable, polite and professional. We sit down together annually and review all investments, goals, strategies, and ideas. They provide personalized and individualized attention to our needs. The team members break down the information into terms that are easily understood. The office atmosphere is extremely comfortable, they even have accommodations for our kids if we need to bring them! All questions are answered and explained. It can be scary trusting others to manage your retirement investments - I have never worried with rebel Financial! We consider ourselves very fortunate to have the relationship with this team of people!
Mara Holt
I had been looking for a fee-based financial advisor for years when I met Phil Ratcliffe. He had a track record working with Ohio University faculty, and when he started his own business he was the only advisor I spoke to who was interested in helping me with what I had then. With other advisors, I heard "Give me a call when you have X amount of money to invest."
Since then I have gained more wealth and have retired, and Phil and his staff have helped me every step of the way. I have gone from a person who was worried about retirement to a financially secure and happily retired person in a few years.
I inherited some investments from a relative and a couple of days ago I had to call a representative of those investments to try to get them transferred to an account that Rebel had set me up with. One of Phil's staff, Acie Middleton, stayed on the phone with me the whole time and looked after my interests. At some point in the call, Acie got Phil on the phone, who asked some hard questions. By the end of the call, I knew exactly what to do, and the guy from the other company had increased his attentiveness to my needs.
I'm also happy about the ways the business is always growing, expanding its services, so that I can get estate planning, tax accounting, budgeting, and investing in one stop. Rebel Financial is concerned with the whole context of financial security.
On top of getting excellent advice whenever I need it, I want to express how much I trust this company. Phil and the staff are ethical, and it shows in the decisions they make and in the priorities they have. They have an ethics of service. And there is a dog in the office!
Pete Mather
Working with Rebel Financial has transformed my retirement outlook. The business model (i.e., fiduciary) ensures that the employees are looking after the interest of the client. Phil and Company are much more knowledgeable than my previous agent. The team is super smart and service-oriented.
Ryan Aills
I went to see Tony a few months back. I'm young-ish, with a wife and loads of student loans. Tony sat with me and talked through some things I should be doing and ultimately told me why it wouldn't be a good idea to use his or any other service at this time. You can bet that when my finances are in a better place, aka all those student loans are paid down, I'll be giving Tony another call and start working with him.
Lyn Ostoich
We have been working with Phil since his days coming to UC; we transitioned to rebel Financial when Phil started the company and have been positively impacted in all ways, both personally and financially through the company's determined approach to doing the very best for their clients. It has been wonderful to watch the company grow and expand while continuing to support clients and help us grow as well as offering convenient and helpful services through every step.
A M
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 difficult to find in financial management. We are very happy with the decision we made to go with Rebel!
Sue Niewiarowski
My husband and I've been working with Phil Ratcliff and team rebel Financial for about five years. Phil has the rare combination of a personal hands-on attention to detail coupled with a big-picture approach. rebel Financial's uses a broad range of investment tools and techniques—all of which Phil makes completely understandable and accessible to his clients at their respective comfort levels. His passion and enthusiasm for this work is infectious. We always come away from our client meetings feeling informed and inspired. We're very grateful to have rebel Financial handling our investments!
Glen Funk
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 knows us and is genuinely interested in our financial future!
Eric Stolly
Very energetic and extremely professional group. Easy to see why they are growing so fast as they have a fantastic staff that's courteous and respectful of their clients but also extremely knowledgeable and passionate about doing what's best for the client. Their modern technology and software is impressive and the fact that they are a fiduciary and a fee only advisor shows that they put the needs of the clients before their own. Highly recommend!
Dan Brookman
Phil and his team at rebel Financial are second to none when it comes to financial planning expertise, technology, and ease of doing business. rebel is a fiduciary firm, meaning they're held to the highest standard of care in the industry. I highly recommend for financial planning, investment management, and 401k management.
Gregg Dillhoff
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.
J Upton
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!
Meghan Volk
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.
Jim Kenny
Phil and his staff at Rebel are fantastic! They work off of a percentage of your investments that can't be beat, and no hidden fees or commissions. Phil is a fiduciary, so he is committed to represent you with the utmost integrity and really gets to know you so he is clear on your investment needs and goals. The firm is at the cutting edge of technology. Their software allows you to safely and easily combine all your accounts into one site that helps you manage all your assets and liabilities in a common location. I trust Rebel with my future, I think that says it all!
Tim Sharp
After having cycled through three other financial advisory businesses, I settled on Rebel Financial - specifically Phil Ratcliff. Phil knows the business, but the main reason I chose him was his honesty.
When he saw the ethical breakdown in the industry, he created Rebel Financial. He is committed to serving me with the best products for me, not an institution. He is also committed to limiting the number of clients to provide the best service.
I feel more comfortable dealing with Phil and his staff than any other financial adviser I've contracted with.
Timothy Winner
Rebel Financial is a rapidly growing financial firm with a strong customer service commitment. With regular scheduled planning sessions, online webinars, instructional videos and fast response to email and phone calls, this company keeps its clients informed. They use the latest technologies to track financial markets, project outcomes, and invest funds. From the largest to smallest investor, each customer gets individualized service. I am well pleased with progress my account has made while invested with Rebel Financial.
Aaron Estes
I met Phil about 8 years ago when I worked at Ohio State. He helped me manage my retirement plan and I also had him speak about retirement planning to a class I taught. I appreciated his approach and trusted his advice, so when I moved to Nebraska I wanted to continue working with him. Although I was his only Nebraska client, he took the necessary steps to become certified in the state and for the last 5 years we've worked with each other via web-conference. When I worked in Ohio, I always recommended him to new co-workers. He is knowledgeable, trustworthy, and forward-thinking.
Dan Reed
I have been with Rebel Financial since the day they opened their doors. Phil Ratcliff is the most attentive and creative financial advisor I have had the privilege to work with in the 15+ years I have been investing. The personal touch is something I had not had with the "big chain" advisors. I meet with Phil twice a year, or more, to review all of my accounts and how we can better utilize the market trends.
Harold Blazier
Great experience all the way!
Cordial and professional dealings every time. Quick to reply to any questions or concerns. Has abundant patience in explaining and working with my situation. Very knowledgeable. Great online site, easy to navigate and full of good information.
Love the independent factor of the business........means they have my success at their forefront.
Super pleased client!
john lubinsky
Phil Ratcliff is incredibly knowledgeable and passionate about what he does. Not only is Rebel Financial technologically relevant, they are current with the latest regulations, tax incentives, and investment opportunities. I am confident with Rebel Financial managing my wealth and continuing to make, and save, me money.
Jamey Robson
rebel Financial is a trustworthy source to have managing your money for you. These guys are very knowledgeable about the industry. Spend 10 minutes with Phil and your mind is blown! Brain matter everywhere lol. Awesome stuff!! This guy is PASSIONATE about his business, and he really cares about his clients. It's really hard to find that now-a-days.
Colleen Neuenschwander
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.
Muhammad G. Husnain
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.
Marilyn Quist
This was the first year we used Rebel Financial for our taxes and we would highly recommend them for the following reasons: Excellent communication, quick responses to our questions, thorough research with our multiple state returns and the ease of the TaxDome program. We will definitely be using them again next year!
Cd cd
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.
Michael Sponsler
I'm very pleased with the tax preparation completed by rebelFinancial. It's easy to upload your information, answer some questions , and they do the rest. The communication is excellent and the price is very good. I've been with rebel for many years and trust them with all my financial needs.
Brandon Hidalgo
I've been working with Barry Jamieson and Rebel Finance for a couple years now. They've done great taking on managing my financial assets.
I also enjoy meeting with Barry on occasion to discuss my financial future. He has helped me become a more financially literate and responsible individual.
Cindy Nivens
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.
Richard Whaley
I'd like to comment on the good service I receive at Rebel Financial.Tony Jones has been very good at helping with our taxes and investments, and a special thank you to Catherine Smith for all she does for us. She has been so helpful in getting all the various forms related to the investments taken care of.