Retirable Reviews

Harrison explained all details thoroughly and access to him was straight forward. So far I am very pleased.

Date of experience: September 08, 2024

It’s not how much you have, it is more about determining how best to manage your funds, use tools to stabilize your growth and to provide for future needs. I am extremely satisfied with my consultant and our direction……

Date of experience: July 09, 2024

Eric Schwartz is an excellent listener and has been patient and kind in his replies and with our fears about moving our life savings around. We are confident in his ability to guide us thru the initial funds transfer process, through our focused retirement prep and beyond. We are already more hopeful about our future.

Date of experience: December 05, 2023

My financial planner was an expert at explaining, and making sure anything I did not understand, was clarified. He was patient and kind and really instilled a sense of trust in me that him, and the company had my best interest in mind.
Both on zoom and multiple phone calls plus emails I felt he was really ‘ taking care of me’ and not just dollars.
After my first zoom meeting I had such an enormous sense of relief going forward in my life, financially.
I have already referred the company to several people and will continue to do so in the future. Great service!

Date of experience: November 02, 2023

A great company for those getting close to retirement!

Date of experience: August 23, 2024

I had heard about Retirable, favorably, but had not tried to get in touch. I am so glad they contacted me. I was suspicious at first, but I reviewed the company on line. And I remembered the recommendation I had received. It has been over a year since I had a financial advisor, it really is time.

Date of experience: May 05, 2024

The way they laid it all out for me. They explained everything to the smallest detail. Made it so easy. I'm not tech savvy so they took me through all the steps. Step by step. My brother-in-law got on a conference call with me and my advisor. My brother-in-law is a know it all,but I can't deny he is incredibly smart. He asked all his questions, I'm sure he was hoping to find something wrong, but my counselor shut him down. He had no questions unanswered and was absolutely satisfied with the direction I was taking. I personally would highly recommend them to anyone looking enhance their financial future!

Date of experience: February 02, 2024

I don't know enough about this process to be able to give a decent review but the Retirable marketing team keeps pushing me to submit a review. So overall while the process was positive the followup is negative.
Maybe after I've used the service for more than 2 days, I'll have useful information.

Date of experience: September 29, 2022

Mckayla Johnson initially impressed me with the prep work she put together even before we started. If she worked this hard before I became a client, I felt she would do due diligence for a client. She has been patient with my computer-ignorance, walking me through step by step. I am optimistic about managing my funds for retirement.

Date of experience: November 06, 2022

Retirables "origin story" about the founder's aging mother's struggles with retirement finances appealed to me instantly. As we shopped retirement counselors, a major bank advertised that if you have 'X' amount of dollars to invest, you qualify for special treatment. Given this countries horrendous income gap between the haves and have nots, this marketing strategy is the last thing I want to hear.

Date of experience: February 21, 2024

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.

Date of experience: October 12, 2023

So far so good! Feeling relieved and confident after meeting with our advisor Harrison, he has been great to work with! Our portfolio has gone up since starting and I know our future retirement funds are in good hands!

Date of experience: December 29, 2023

We just got started and everything went very smoothly and are looking forward to our continuance with retireable

Date of experience: July 12, 2024

They provided a great service at an affordable price. They developed a sound retirement plan for me, including target allocations for my existing rollover and my Thrift Savings Plan. Learned more in a 30 minute zoom meeting than I had in over a year working with one of the large brokerage firms that had been managing my account. I feel much more confident in my current investments and look forward to working with them when it's time to de-accumulate the funds. I highly recommend Tyler and his team.

Date of experience: September 18, 2021

When I began searching for help with my small investments, I was connected with Retirable and McKayla.
She connected with me on a level of "caring" about what was important to me. There was never any pressure or "have to do's"quickly without any thought on my part. She is a person you can feel comfortable with. So women, if you are looking for financial services, and you hate the pressure of "just do as I tell you," ask for McKayla.

Date of experience: June 01, 2023

I moved from another firm due to concern over losses and high fees over the life of this relationship. I am well into retirement and have limited money saved.

My new account lost over $1000 in the first 4 days (.5
%). I stayed with my last account manager for 7 years based on the account rebounding, it did not.

I can not wait that long again, should this become a trend.

Date of experience: February 10, 2023

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.

Date of experience: August 12, 2023

My advisors Winnie & McKayla were very professional. They explained everything to me and answered all my questions,I’am very confident that my wife and I future are in great hands. I highly recommend Retirable to anyone looking to invest and secure their future.

Date of experience: February 16, 2024

I chose Reliable because of its positive reviews, but it was speaking with my advisors Adrian and Harrison that convinced me that I made the right choice. Both were extremely receptive to my particular needs and fears and walked me through every step of the process. They answered my questions and assured me that they will be with me every step of the way. I've been with them a week and already had three meetings with them and have more planned. ALl-in-all I feel very positive about this relationship.

Date of experience: February 16, 2023

My experience with McKayla at Retirable was extremely positive. She is a great listener to my financial concerns and questions. She is very personable and easy to work with. I never felt rushed. She is very organized. She is prompt at returning messages. She had all of my prep work prepared when she contacted me. I would highly recommend McKayla at Retirable!

Date of experience: June 02, 2023