Trustindex verifies that the original source of the review is Google. Tony Jones answered all my tax questions. He made filing my return very easy. Robert Jamieson2025-03-07Trustindex verifies that the original source of the review is Google. I have been working with Barry Jamieson at Rebel and his assistance has been invaluable. Highly recommend this financial company. They have a great work commitment with their clients. Marcia Dyas2025-02-27Trustindex verifies that the original source of the review is Google. 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. Cindy Nivens2025-02-25Trustindex verifies that the original source of the review is Google. 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. Richard Whaley2024-12-19Trustindex verifies that the original source of the review is Google. Barry Jamieson at Rebel Financial is wonderful! He is so very helpful at answering my questions and guiding me - both through the entire investment process and broader financial planning concerns as well. Thank you, Barry! Brianna Sayres2024-12-16Trustindex verifies that the original source of the review is Google. Barry Jamison with Rebel Financial does a great job managing my portfolio. Their website is user friendly and Barry is very responsive to my many questions. I’ve been with them for 6 years and have been very pleased. Travis Julian2024-10-24Trustindex verifies that the original source of the review is Google. 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. Thomas Driver2024-08-24Trustindex verifies that the original source of the review is Google. Barrie is amazing. He understands that we have limited understanding of financial planning and guides us through every step. I’ve been with Rebel for many years, and the services they provide - and their staff - are exemplary. Kim Kovarik2024-07-23Trustindex verifies that the original source of the review is Google. It was getting down to the wire for the deadline of my taxes and the staff with Rebel Financial was professional, detail oriented and efficient every step of the way. They continue to educate their clients and keep them involved with their finances! Colleen Grosenick2024-05-18Trustindex verifies that the original source of the review is Google. Rebel financial has been a trusted advisor to our family for several years and continues to provide outstanding services. Mark Shanda2024-05-14
In 2013, rebel Financial was created to challenge the “Wall Street” status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
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Most firms will do investment planning. Some firms will do good comprehensive financial planning. We believe in doing both of these things great but we also believe in adding the other aspects of your wealth.
ESG investing focuses on selecting investments based on a environmental, social, and governance practices, aiming to align financial goals with sustainability and ethical considerations. Learn More
Christian investing focuses on selecting investments that align with biblical values, supporting companies that emphasize life, purity, family, marriage, sobriety, health, and stewardship, while avoiding those that conflict with these principles. Learn More
Halal investing involves selecting investments that comply with Shariah law, avoiding industries like alcohol, gambling, and interest-based financial services, while focusing on ethical and permissible (Halal) ventures. Learn More
You deserve a plan that aligns with your finances and values. Discover your financial purpose, security, touch, and viewpoints. Take our 3-minute quiz to determine your unique financial personality and discover how your money decisions are motivated.
While we may not be the perfect “fit” for everyone’s needs, we have a huge disdain for the common industry practice of turning people away because they don’t have “enough money” to meet most firms’ minimums. We believe every person deserves quality investment advice, financial planning guidance, and we are working every day to make it more accessible and affordable to our fellow citizens.
Wealth management goes beyond just investment management and financial planning. We partner with our clients to build comprehensive financial plans, manage their investments, coordinate workplace benefits, ensure they’re protected with tailored insurance strategies, handle tax planning and preparation, and keep their estate plans current. If you’re looking to work with a firm that can assist you with any or all of these areas, read on to explore our wide range of services.
rebel Financial is committed to enhancing the accessibility of financial planning and investment management. Our rF Freemium service utilizes our self-help tools, portals, and emerging AI technologies to offer a free tier that improves your cash-flow management, expense tracking, budgeting, investment oversight, and straightforward goals-based planning. Explore all our services.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
All websites created by the rF marketing team
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
All websites created by the rF marketing team