Retirable Bewertungen 245

Just prior to retiring at the end of 2024 I reached out to several financial advisors to answer some questions for me. As soon as I explained my financial situation, they obviously didn’t want to speak with me as I didn’t meet their financial expectations. I finally contacted Retirable and I have been treated as though I am their most important customer. The communication has been excellent and my advisor has guided me through all aspects of getting my retirement plans in order. I am a firm believer in Retirable and I couldn’t ask for a better financial advisor. Highly recommended!

Knowledgeable and professional. Timely and easy to talk with

Harrison has kept me informed every step of the way. The process of rolling over my 401 K and pension, has been seamless. I would definitely recommend working with Retirable.

Treva, has been super helpful and has been addressing all my question in a timely manner. Every time I text ,email or call she has been available to answer my question rather quickly. I like the person to person relation that Retirable has available. There is an enormous amount of information and links available on the website to answer question for retires and those who are getting ready to retire. Kudos to Retirable, well done

Our financial advisor, Michael, is personable and willing to explain what to expect in terms we can understand. Just getting started...but the account setup and transfers were easy, and Careful is a wonderful tool too!

Treva, was a great help! We were able to get everything squared away! I’m on my way to financial security.

I fill comfortable with the plan that we made and I am very satisfied with Mr. Swartz.

Treva is the best financial advisor I have been involved with. She was able to provide recommendations and guidance that my prior advisor would/could not answer.

Attentiveness, listened to me as a client and what I wanted to achieve, did not try to push me towards anything that I was not interested in, concerned for growth for the future for my investments.

Harrison was very helpful and patient with the transition from another company

My first contact with Jonah Coleman was a great start to get a feel for this advisor and this company. He asked questions to see what my needs were, and my thoughts about working with a company like Retireable. He gave me a quick overview of what a plan might be for me. He was easy to talk with, and invited questions or concerns. I quickly developed a good feeling about how much this advisor and this company would be working for MY needs. It felt good to know that I can contact my advisor as I needed to. I highly recommend this advisor and this company!

The more I spoke with Harrison, the trust became stronger!!!! Very personable and hekk knowledgeable!!!! Really evaluated my position for the best possible, positive outcome.

I'm am impressed with the professional account manager who assists me and walk me through the entire process.

Helpful, fast response from all involved.

Great service from my financial advisor. Professional and informative. Guided me through the process.
But more risks on my retirement so I am currently losing money with the market.

I am a new client just starting my adventure with my Fiduciary Eric Schwartz. I like his plan and the way he works with me with his updates and communication. Looking forward to retirement.

Sami is VERY personable and knowledgeable about finances. He kept me informed every step of the way. When he was on vacation, he made sure I had a colleague's name if I had any questions while he was out. Very trustworthy, which is what I needed since I have limited knowledge about finances.

Treva has been great with her patience and understanding of our lack of financial knowledge regarding our retirement accounts. We sincerely think Retirable is the best option for our limited retirement funds. We thought having a local financial planner we would have to visit would be the way to go, but doing business in the virtual world is the way to go nowadays.

Still to early to make a sound decision, the change and the broker were delightful and nice to understand, a bit to early to say if a made the right decision.

Tyler and Gordon made me feel relieved that my money would be safe and invested with confidence.