Excellent
Based on 298 reviews
Retirable4.9Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Retirable empowers a confident, worry free retirement by providing our clients with: • A dedicated fiduciary by your side throughout retirement to help grow your savings, spend smarter and navigate key decisions. • Expert investment management designed to provide reliable monthly income based on your plan—no matter what happens in the market. • Reliable retirement income so you spend confidently throughout retirement. Your funds stay in your name, the ability to make changes stays in your hands. • A custom spending plan designed to maximize your savings so you can maintain your lifestyle through retirement. • High-yield cash management account and debit card built for retirees, designed to optimize savings and spending. It's never too late to build a better retirement. Get a free consultation and retirement plan today! FREE RETIREMENT PLAN The Retirable Difference Personalized: Your portfolio is designed for your goals, needs, and risk tolerance. Tax Efficient: We help minimize taxes through trading, reinvesting dividends, and RMDs. Dynamic: We plan for inflation and ensure you're drawing from the bucket at the right time. Holistic: Our portfolios work alongside Social Security and your other income streams. Low Cost: We have industry-low expense ratios with no hidden fees or trading fees. Trusted: We invest in ETFs from firms you know, with no kickbacks from fund providers. Download our newest e-book: Recession-Proof Your Retirement
Retirable (retirable.com) has 298 customer reviews on Folks Told, with an average rating of 4.9 out of 5.
298 approved reviews, newest moderated first
Bill R. M.
I truly appreciate the patience and kindness that my advisor has. Mr. Robert Epes is someone who I feel at ease with and can communicate with. The other advisor, Hunter Neumayer was extremely intuitive and helpful with my 401k rollover. I'm quite pleased and comfortable knowing my funds are being handled by such skilled professionals. I look forward to a long relationship with this wonderful institution.
Carlos
From my initial engagement, through pointed discussions concerning my individual financial situation, to the development of my retirement plan, my Retirable certified financial planner, Eric Schwartz, was professional, cordial, and extremely helpful. His keen insight in evaluating my current retirement accounts was pivotal in determining a successful path forward for my planned retirement in four years. Guidance provided for a taxable brokerage account will help me meet my long term financial goals. The Retirable and Altruist applications provide useful real-time updates for my managed funds and my retirement plan. I would recommend Retirable and Eric Schwartz, CFP, to anyone in need of retirement financial planning.
Raymond
I worked with Michael Russo and Hunter Neumayer. They were awesome. they walked me through every step of the way. They checked in on me when we had to wait on other companies to get going. Very efficient and effective at explain what all is happening.
Ken
James was awesome
Cameron C.
Easy to work with,
Howard
People worked hard to get us set up properly.
Mom
They kept in touch with me throughout the process.
Brian
Treva is very knowledgeable and a professional at managing my retirement accounts. Thank you, Brian
