Chris
GBGreat Option! 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.
Harriet
GBGood teamwork and gave me a positive feeling 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.
EAM & JPG
GBEric Schwartz… 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.
D J Web
GBComfortable With My Financial Plan 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.
Mike
GBNew account - Moved from another firm 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.