RetirableReviews of retirable.com

Harrison and his team have great follow up. They provide excellent service. We really appreciate his advice and help through our retirement and financial planning.

My advisor Mike explained everything clearly and was able to easily answer any question I had! Hunter helped do all of the transferring of accounts and was amazing. His patience and organization made the often frustrating task of dealing with other institutions seamless! I am very impressed with Retireable so far!

There were some issues with the other institutions during the fund transfer process and Michael Russo was very patient, persistent and friendly throughout the whole process until, eventually, everything had found it's new home.

Just started but the experience has been extremely good. The only Team that actually spent time to show what your plan would look like with the little money we had. Others didn’t want to bother. Not enough or call me when the money comes in. From the first intro meeting they kept in touch and seemed caring for a minimal annual fee. I have a good gut feeling and hope this continues.

The Financial Advisors are knowledgeable and have been helping me by moving my IRA's and other finances into one location. They will also let me know when I need to take my RDM's (Required Minimum Distribution) and the options I have.

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.

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.

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.