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
Rita
This company reached a need I didn't know I had. My advisor educated me and gave me lots of tools to see my future. It helped me understand what goals I needed and gave me guidance in how best to reach them. The customer service is way above average! When I reached out with a question, they were back to me within hours.
Montgomery
Very professional and informative
Michael
Great Service
Randall C.
Eric has been been very thorough in explaining the Retirable approach and is thoughtful in his approach to my wife and I. He was instructive in the steps to follow to get funds moved.
Alvin
Nick's expertise
D J W.
I cannot even describe how awesome my experience has been in moving to Retirable. Harrison my advisor is so pleasant to deal with and very down to Earth. He has guided me through the financial processes like no other advisor has before and I am very appreciative of his efforts. I can say now I am with a place I completely trust and am comfortable with. They treat me like I matter too.
Chris
As a freshly minted retiree, Retirable suits my needs perfectly. There was definitely frustration getting funds transferred, but this had everything to do with the senders and the post office. Retirable helped navigate with ease. Love the interest-bearing savings account with linked debit card! Also a fan of the ZOOM meetings from the standpoint of convenience and, in light of our recent experience with the pandemic, physical safety. Harrison Schaefer is my advisor. Highly recommend.
Katie
Honestly, it is not the what, as good as I now believe this company is, it is definitely the who that has made my experience with Retirable a great experience. My advisor is Eric Schwartz. From the first contact his approach was open, not at all pushy, approachable and informative. Very different from previous experiences with other companies where I felt I was being handled. He has always explained each step in the process to me, checked to confirm my understanding but never became impatient if I needed something explained more than once and once again for clarity. My doubts and concerns have never been dismissed but taken seriously. This was very evident when we rolled over my 401K. Although this was handled by a company with expertise, I became anxious. All went smoothly. Nevertheless, Eric made sure he was present during the process. He has continued in this fashion to date. The peace of mind that I have gained and a clear picture of my financial outlook are invaluable to me.
