Retirable Opiniones 245

Attentive, thorough and efficient

Going from a guided employer matching 401k to an IRA was a bit scary but I’m learning. My advisor, Jonah Coleman, has shared his knowledge and expertise, so less scary. I don’t have an overwhelming sized portfolio, so we will have to stay close to address all my questions. So far so good. There is more work to be done before I get to a settled pace. Looking forward to our ongoing partnership to ensure the growth and longevity of my portfolio in the days to come. BTW, I believe Good Morning America could have done a better job at highlighting Retirable’s offerings and input on the Sat October 11 episode!

Very helpful in determining how to invest an inheritance. My person reaches out regularly and is super available to answer questions. They have been responsive, honest, and easy to work with.

I truly enjoy working with Treva. She is very professional, provides me with all the information I need to know, and answers all my questions clearly and so that I understand. Greatly appreciate her!!

I have no complaints. Everything going just fine so far.

There has been flexibility allowing for adjustments along the way and for future planning.

James DiStasi is a pleasure to work with and he keeps me updated regularly with my account.

Harrison was extra patient with us throughout the application, investment selection and money movement process. We knew from the first meeting (Zoom) that we had made the correct choice in picking this company - Retirable - and Harrison to be our advisor.

My only regret is that we waited so long to find Retirable, Harrison and Altruist Bank. We're both, for the first time, feeling at ease in an investment program that meets our risk profile and makes sense long term in all respects.

After my husband died, I was at a loss as to what to do with our various accounts. Treva helped me with her knowledge, patience and warmth. My retirement is in good hands. Contacting Retireable is one of my better decisions.

Hunter was extremely professional and helpful with transferring my funds from other accounts. I would definitely refer Retirable to others.

I have enjoyed the ease and flexibility of working with Retireable and Eric Schwartz. The process allowed me to work within my means as a starting point, building towards a goal I can achieve. This has not been a one size fits all approach.

Treva is Great. She explains everything really well. Money is finally really working on my retiring .

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.

After reading more reviews, I agree with CU (5 stars):
"Has seems to have taken a long time in transferring money from one company to your company. I am anxious to see my account balances" and Cindy (3 stars): "It has taken since last September to gather my money into one account. Way too long! Every time I call there is a zoom meeting required. Cant even ask a question without an appointment!"

Last year was the first time I had entrusted a company with what little money I had left for retirement. The money seemingly disappeared with no explanation. I panicked, thinking I had been scammed. That was not the case, but there was no handholding or explaining throughout the process. The weeks between the end of October and the beginning of December was a scary time for me.

I felt that the 2 advisors I worked with, Treva and Hunter, were personable, professional and had my best interests at heart. I feel a more comfortable sense that will happen when I have all financial accounts under one roof, with one management structure.

My first experience with a financial advisor, so I have no way of comparison. Has seems to have taken a long time in transferring money from one company to your company. I am anxious to see my account balances.

After reviewing client comments in Trustpilot I requested more information. The response was almost immediate and my initial questions were answered. I was then assigned to Eric who exceeded my expectations. He was highly knowledgeable and offered sound advice in response to my many financial questions.

My advisor, Eric Schwartz

I am enjoying working with my advisor Treva. She brings a wealth of knowledge and a calming personality that puts me at ease. I feel confident in my decision to work with Retirable.

Mike R. was very knowledgeable and answered all of my questions. He provided a more thorough summary of my retirement plan and options moving forward than another representative that I was working with.