Shawna L.
James makes us feel confident!
James makes us feel confident about our future and the growth of our IRAs. He explains things so we both understand how it works and how taxes will affect us in our future. We have no issues so far.

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
298 approved reviews, newest moderated first
Shawna L.
James makes us feel confident about our future and the growth of our IRAs. He explains things so we both understand how it works and how taxes will affect us in our future. We have no issues so far.
Charles
Alexandria and hunter have been great helping us through this
Carl
My adviser, Eric, is awesome, wise, and upbeat! My wife and I have truly been encouraged by his helpful advise!
John H.
I was super skeptical at first, but now I'm so glad I found this company. So may financial advisors make you go through a pre-screening process, only to find out that they cater specifically to "high net worth" individuals. Retireable is the financial advisor for the rest of us. I have a modest retirement account, plus a few properties, and my net worth is well under a million dollars. Retireable showed me how I can make everyrhing work and still have something to leave my wife and kids. They even helped me decide when to take social security. I don't know what I would have done without them. Definitely recommend. The model is they will determine your risk tolerance profile and then help you do a direct roll over into their managed funds. Then they will take care of your distributions, etc., for a modest fee. But you also get a comprehensive retirement "plan" that shows you all your sources of income, distributions, etc., and projections of where you will stand for the next 30 years or whatever. It was a great relief for me to see everyrhing spelled out like that.
De F.
Eric is an excellent as a financial advisor. He explains all aspects of the process, smart, timely, and is incredibly patient and fun. My financial confidence has increased because of Eric.
Kirk
Eric Schwartz did an amazing job reviewing my financial scenario and developing a long term plan for meeting my goals. He walked me through all of the steps thoroughly to get my account set up, he explained the investment strategies and future income models. Eric's communication with me was excellent. I feel very comfortable with my investments in Eric's hands.
Joann N.
Quick responses and detailed understandable information.
M. H.
Efficient, relevant and professional