rebel Financial is an independent Registered Investment Advisor (RIA) that specializes in investment management, college planning, retirement, and estate planning. Their primary advisor, W Phil Ratcliff, has been a financial advisor for 10 years, including his work in his own firm, rebel Financial. Clients have had a very professional, knowledgeable, and personal experience working with the advisors at rebel Financial. They have been praised for their patience, kindness, and commitment to helping clients understand the financial planning process. Clients appreciate the guidance and clarity provided by the rebel Financial team, as well as their ability to forecast and plan effectively. The tax preparation services offered by rebel Financial have also been highly recommended. Clients have noted the excellent communication, quick responses, thorough research, and the ease of using the TaxDome program. Many clients have been with rebel Financial for several years and trust them with all their financial needs. Overall, rebel Financial is regarded as a reliable and trustworthy financial advisory firm that provides exceptional service and guidance to its clients.
Barry and the team have been great in working with us to attain clarity and consistency with our finances and expenses. Very happy to be working with them!
April 2025
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!
April 2025
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.
