Please feel free to email or call us at anytime at (614) 441-9605 if you have questions, concerns, or just need some advice.
In the meantime, try to take advantage of all that we can do for you:
Utilize and optimize your rFPW:
- Login into your rFPW
- Learn more about your rFPW
- Watch our rFPW Basic Training Webinar
Get your accounts opened and assets transferred so that we can manage them most effectively:
- Open/Transfer a University ARP
- Open/Transfer a University 403b
- Open/Transfer a University 457b (Deferred Compensation)
- Open/Transfer an IRA/Roth IRA/NQ Account:
- You need to call us for instruction – generally we need a statement of the account you’re transferring and then we’ll send you Docusign documents to open your account and complete the process.
- 614-441-9605
- Email Us
- Open an Ohio 529 College Savings Plan
- Learn how we can manageme your “Outside/Held Away” accounts.
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
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