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Revolutionary Financial Group
- Financial Services
- Middletown, KY
About this business
More about Revolutionary Financial Group The mission of Revolutionary Financial Group is to be a reliable, professional resource for all individuals at or near retirement. We strive to provide education and extend our knowledge of all financial matters to you; we serve the public, our community, our family, and our friends with the highest integrities.
Location details
11803 Brinley Ave #101, Ste 101, Middletown, KY, 40243, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Comprehensive interview to determine personal objectives and risk tolerance. Develops various strategies to achieve goals arrived at during interview. Patient and thorough explanation of ramifications associated with each strategy. Recommendation as to which strategy to adopt in light of goals and market conditions. Ultimately executed the strategy desired by the client. Frequent communication and updates on strategy and portfolio status. Highly recommended by all references called. So far so good in a difficult time...
I recently moved to ********* ************** * ****** ****. After lackluster/stagnant performance from my investment advisor of 15 years I felt it was time to make a change. After attending Phil *******seminar I decided Revolutionary Financial was going to be my new advisor. Phil explains investing in an easy to understand language. I was anxious to sign over my assets immediately but Phil wanted to meet with me several times to review my needs, likes and dislikes before making the switch. I am very pleased with my portfolio... read more
Phil & Kyle are true professionals. I was very skeptical about changing our Advisor. I asked them about licenses, experience and references. They provided Kentucky and South Carolina licenses and provided me with a list of clients who had worked with them for at least 5 years, as per my request. I called 3 clients and all were very positive. They met with us, went over the strategy and created a separate fund with our Primo Stocks (***** & ***** mostly that we purchased when we lived in San Francisco. We will never have to p... read more
Attended one of their seminars and was interested to hearing more, after asking some pertinent questions for my situation. I was with a large, well-know financial company and while my advisor was very nice and did a fair job, he wasn't customizing my portfolio to help me get the most out of my money as a retiree. Phil and Kyle do an excellent job showing you what would be best for your personal situation and not pressuring or rushing you to make a decision. I had a one-on-one conversation with them for over an hour, bringing... read more
We received the flyer in the mail and having worried about our retirement funds only gaining what our CD could earn attended the seminar. We were still undecided but P.J. and Kyle understood our hesitation and offered the free personal consult. Their honesty and obvious knowledge of available programs and our specific needs calmed our uncertainty. After investigating several companies P.T. introduced another that absolutely fit our needs. Being older, long-term care worries were addresses along with worry-free growth potenti... read more
Their sincere desire for their clients to better understand the complex world of investing is why my wife and I trust the Revolutionary Financial Group. Until we met Phil, no one had ever taken the time to go line by line through each individual stock in our previous portfolio and thoroughly explain why it was or was not performing, as well as what all of the acronyms in the reports meant. We were concerned how taxes would effect our retirement income, but until we went to their free seminar where we first met Phil and Kyle,... read more
My wife and I thought we were doing pretty well looking over our investments for retirement - this was before attending the free seminar put on by this group. While they agreed that we had done well they showed us a much better way to save and prepare for our retirement years. We had not considered the tax consequences of saving everything tax sheltered and Phil and company showed us how to eliminate taxes on a major portion of our retirement benefits and provided insurance coverage to protect our retirement assets at a much... read more
I have a story to tell. I was on line when I saw this opportunity for a free seminar for retirement savings. I jumped at it and I learned so much that I switched to this excellent team of very knowledgeable people to help with my future. I was never happy with how I was doing things by myself and both Phil and Kyle have given me the trust that I need with their company, I cant say enough good things about these two dynamic individuals as a team. Both my wife and I have turned over our accounts to this team and we could not b... read more
G S I was very impressed with their knowledge of retirement strategies and the way they go about helping you grow your hard earned money Tax Free, they can tailor a plan for your particular situation. I highly recommend you take a look, you will be impressed & they treat you like family!
Frequently asked questions about Revolutionary Financial Group
How is Revolutionary Financial Group rated?
Revolutionary Financial Group has a 5 star rating with 28 reviews.
When is Revolutionary Financial Group open?
Revolutionary Financial Group is closed now. It will open on Monday at 9:00 a.m.
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