Glenn
James DiStasi Initial Setup
James was very thorough and open to all questions, taking time to explain completely.

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 Five Star Index, with an average rating of 4.9 out of 5.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
Investments & Wealth · NEW YORK, New York
Excellent

Investments & Wealth · New York, New York
Excellent

Investments & Wealth · Manhasset, New York
Excellent

Investments & Wealth · Greatneck, New York
Excellent
Showing 22 reviews with 4 stars · Clear filters
Glenn
James was very thorough and open to all questions, taking time to explain completely.
Craig
So far, Retirable has been very helpful in transferring my 401K to an IRA.
joseph D.
I think the representative that help did a great job . Setting uo the account.
Shawn
After speaking with Treva I do feel more comforted in my investments, just a waiting game now ,like any investment, to see how my account does.
Daniel F.
Easy to work with and no ‘sales pitch’ pressure.
Annette
So far, this does not feel like a "cookie-cutter" experience. I appreciate the personalized approach to my needs.
Karen
I only give 4 stars because I'm just getting started. So far so good.
Bill
Jonah is a good representative for your company. Punctual and patient. I would have liked to spend a little more time going over their spend plan for me but I will have that opportunity in the future. Satisfied so far, transaction was painless, goals have been set.