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Fiduciary Retirement Advice at OSU
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Wouldn’t it be nice to know that you have a financial advisor/firm that had to look our for your best interests ahead of their own? This is what being a fiduciary means and rebel Financial stands proud to always represent the Staff and Faculty of The Ohio State University as fiduciaries.*
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*To our knowledge, we are the only financial company providing a fiduciary level of planning and investment management advice directly on OSU retirement accounts (ARP, 403b, 457b, OPERS, & STRS).
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Proudly Representing
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Working with OSU staff & faculty
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What rebel Financial can do for you
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and how we’re different from the competitors
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*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
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Choose how you want to work with us
Select the service level you want to use
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Transfer/Set-up Accounts
Already have accounts for TIAA or Fidelity? Great! We can manage those for you. If not, we will work with your to transfer your accounts to TIAA or Fidelity.
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Choose one of these three steps:
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Client Agreement
After you decide to move forward, we will send you a client agreement and coordinate with you to build your financial plan. There may be extra steps depending on your individual circumstances.
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*Google does not let us change or censor our reviews.
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Check out our reviews on Google.
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