REBEL FINANCIAL

I have been working with Rebel, and specifically Jonathan, for two years now. I was impressed by the access clients have to their advisor/coach. As a client, you can schedule an in-person appointment, call, or Zoom meeting all online through the online portal. Jonathan always takes his time to answer all of my questions and never makes me feel as though he is trying to make our conversations as short as possible. I highly recommend this firm not only because of their exceptional client service but also because of their fee structure of monthly payments. These payments are very affordable and great for young professionals, like myself, that are just getting started on the road to financial freedom. They even have a Wills and Estates program you can utilize.

I've only begun working with Rebel Financial recently; however, during that time, I am impressed with both their professionalism and friendly demeanor. I specifically have been working with Jonathan Bailey who has been able to provide advice and guidance on finances, investment, debt-to-profit ratios, and estate management. He has provided detailed road maps of our next steps together and has gone above and beyond when assisting me. I have worked with other companies, such as Equitable and ETrade, and neither has provided the insight I felt was needed to make financial decisions. Jonathan has quickly established himself and his company as credible sources for me to utilize with any questions relating to my financial situation. I cannot recommend Rebel Financial enough for those looking for a place to have peace of mind when working with a financial advisor.

I've been with Rebel for years now, since the company was created. I like their approach to investment, I like the availability of different pricing tiers to suit different investors' needs. I really appreciate that Phil is a fiduciary, and that gives me confidence in his decisions.