Welcome to the team! This site serves as a reference tool for any employees with questions and how to utilize the resources and benefits that we have provided for you.
As a smaller company, freed form the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to give you the best available tools to serve our clients. Your adoption and feedback is critical to getting the most out of these investments and truly leveraging them for our clients.
We tend to do events that are designed to help our non-profits. Some of these events include Golf and our Sporting Clays.
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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