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.
May 2024
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!
May 2024
Rebel financial has been a trusted advisor to our family for several years and continues to provide outstanding services.
rebel Financial is an independent Registered Investment Advisor (RIA). We specialize in investment management, college planning, retirement and estate planning. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard. Our primary advisor, W Phil Ratcliff, has been a financial advisor for 10 years, including his work in his own firm, rebel Financial.
