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ReJoyce Financial

42 reviews
|Investment Service|Carmel, IN 46032 United States

5 Carter Green Suite 106, Suite 106, Carmel, IN 46032 United States

(317) 903-9157

Closed now



Top Finance in your area
(1) · Finance

115 W Washington St #1680

(317) 429-0140
(3) · Financial Advising

137 N Meridian St

(317) 634-2484
(3) · Investment Service

11595 N Meridian St #140

(317) 705-1999

ReJoyce Financial is an independent and fee-only retirement planning firm. Located in beautiful Carmel Indiana we are happy to serve Indianapolis and its surrounding communities. Schedule a free consultation today.

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42 reviews
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Jane J review for ReJoyce Financial
Jane J on BBB

a month ago

04/18/2023, 03:21 AM
Very disappointing experience. Not only did I lose a lot of money over the past year+, this year my tax return was full of errors and I'm unable to file my tax return by the deadline, due to the staff's incompetence and unresponsiveness.I would give zero stars if I could. Needless to say my money is elsewhere now....
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Nancy review for ReJoyce Financial
Nancy on BBB

2 years ago

10/01/2021, 21:28 PM
My sister and I are so blessed to have placed our entire life savings into the hands of ReJoyce Financials team. After attending a seminar presented by *******************, we knew he was who we were looking for to help us in our estate planning. We took our money out of our annuities which we could not have touched for another 4 years and put it with ***** We may have experienced some penalties from the annuity company, but the program **** put us into far outpaces the penalties we lost. We are now able to draw a monthly income from our accounts without penalty. We have been able to work with **** to be able to draw out money to purchase new appliances to replace our 30-year-old ones, to convert a bath into a walk-in shower, and to put a roof over our patio. We would have never been able to do all these necessities if our money would have been tied up with our former financial advisor. **** and his staff are top notch. They return calls in a timely fashion, are professional in their interactions, and offer one-stop-shopping. We have used their complimentary CPA services the last two years to prepare our taxes, and have made use of ****** and ***** from ***************************** to ******* down a very lengthy will into a 20-page document we feel comfortable with and which we understand. **** continues to confidently reassure us that our money will outlive us a true feeling of peace of mind that our money is in competent hands. Having no other family, we have made **** the financial executor of our will. I would recommend **** and his team to anyone looking to grow their money and seeking help with retirement planning. You will not go wrong with *****
Nina C. review for ReJoyce Financial
Nina C. on BBB

2 years ago

07/27/2021, 04:45 AM
**** is professional and knowledgeable. Ive trusted this firm with my investments and have not been disappointed. Plus, there are other services included such as Estate Planning, tax filing, etc. I do recommend.
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Dick Duncan review for ReJoyce Financial
Dick Duncan on BBB

2 years ago

02/17/2021, 03:50 AM
Great job by Alex and his Rejoyce Financial team in providing numerous options for our investments and retirement planning. The free estate planning service by Gavin from Gilbert Legal was wonderful and helpful. I have already recommended several friends to contact Alex and Rejoyce Financial team.
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