Reviews of rebel Financial (Financial Consultant)

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.

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!

Grant Millard

These guys are the best! I'd absolutely recommend them. Using them for less than a year and it is great. Financial planning, retirement planning, 401k roll over, investment management or anything else. They're probably one of the most advanced technological firms I've ever seen. 5 Stars!

Anthony Masi

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!

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.

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!

Jamie Parker

I have worked with Phil as my financial advisor for several years and find him to be very trustworthy and works for my best interest.

Jim Nivens

Great team. Excellent professionalism and integrity.

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.

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!

Grant Millard

These guys are the best! I'd absolutely recommend them. Using them for less than a year and it is great. Financial planning, retirement planning, 401k roll over, investment management or anything else. They're probably one of the most advanced technological firms I've ever seen. 5 Stars!

Anthony Masi

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!

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.

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!

Jamie Parker

I have worked with Phil as my financial advisor for several years and find him to be very trustworthy and works for my best interest.

Jim Nivens

Great team. Excellent professionalism and integrity.

Paul Hammer

rebel Financial is an amazing company to watch grow. Phil Ratliff has an amazing concept of technology and the management of finances to help individuals meet their goals. I highly recommend him and his team!

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.

Lisa Cantlebary

Phil and his team are true professionals who are invested in their clients. I appreciate the personal attention they have given to me.

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.

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!

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.

John Snedeker

Phil is great to work with. You can tell he wants to do the best he can for his clients. His staff is great too!

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!

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!

Paul Hammer

rebel Financial is an amazing company to watch grow. Phil Ratliff has an amazing concept of technology and the management of finances to help individuals meet their goals. I highly recommend him and his team!

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.

Lisa Cantlebary

Phil and his team are true professionals who are invested in their clients. I appreciate the personal attention they have given to me.

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.

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!

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.

John Snedeker

Phil is great to work with. You can tell he wants to do the best he can for his clients. His staff is great too!

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!

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!

Ruby Ahenkorah

Ten years and counting with Phil and now the Rebel team and I couldn't be more satisfied with the knowledge I've gained and of course, my portfolio. The purple passion theme is a plus too. Love you guys!

pinhead45701 .

I have used Phil for more than 10 years as my financial advisor managing my 403B. His new company is structured to put him on the same side as the client since his success is based on my success which is much better than the old commission model.

Molly Morris

These guys are amazing. You can do as little or as much as you want on your own, plus they provide very professional and helpful advice. Since they took over my retirement account, I have been very happy with my returns. You wont find more honest, smart and helpful financial advisors.

Cheng Yen Khoo

Phil offers a personal touch, and is genuine in his approach to want to assist me in planning for my retirement. He is knowledgeable, and patiently explains options that are in my best interest.

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.

Andy

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!

anjali satoskar

Excellent.

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.

Ruby Ahenkorah

Ten years and counting with Phil and now the Rebel team and I couldn't be more satisfied with the knowledge I've gained and of course, my portfolio. The purple passion theme is a plus too. Love you guys!

pinhead45701

I have used Phil for more than 10 years as my financial advisor managing my 403B. His new company is structured to put him on the same side as the client since his success is based on my success which is much better than the old commission model.

Molly Morris

These guys are amazing. You can do as little or as much as you want on your own, plus they provide very professional and helpful advice. Since they took over my retirement account, I have been very happy with my returns. You wont find more honest, smart and helpful financial advisors.

Cheng Yen Khoo

Phil offers a personal touch, and is genuine in his approach to want to assist me in planning for my retirement. He is knowledgeable, and patiently explains options that are in my best interest.

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.

Andy

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!

anjali satoskar

Excellent.

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.

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!

Dillon Wilhelm

I worked here as an intern during the summer of 2018. The experiences and knowledge I gained from the internship far exceeded my expectations and I am very thankful. The team is great and they really do put the clients interests before their own, even behind the scenes which is sadly uncommon within the financial industry. It was an amazing summer and I still keep in touch. I would recommend them to anyone looking for financial advice that they can trust.

Don Hubin

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.

Jackie Y

I’ve been with Rebel Financial for about a year and have been very pleased with their service. It’s obvious that Phil loves what he does and that he’s sincere about wanting you to be successful. He’s always upbeat and is able to get me excited about financial planning.

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.

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.

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!

Dillon Wilhelm

I worked here as an intern during the summer of 2018. The experiences and knowledge I gained from the internship far exceeded my expectations and I am very thankful. The team is great and they really do put the clients interests before their own, even behind the scenes which is sadly uncommon within the financial industry. It was an amazing summer and I still keep in touch. I would recommend them to anyone looking for financial advice that they can trust.

Don Hubin

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.

Jackie Y

I’ve been with Rebel Financial for about a year and have been very pleased with their service. It’s obvious that Phil loves what he does and that he’s sincere about wanting you to be successful. He’s always upbeat and is able to get me excited about financial planning.

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.

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.