Eric 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.

Harrison has been a joy to work with!

Harrison has been a joy to work with!

This company reached a need I didn't…

This company reached a need I didn't know I had. My advisor educated me and gave me lots of tools to see my future. It helped me understand what goals I needed and gave me guidance in how best to reach them. The customer service is way above average! When I reached out with a question, they were back to me within hours.

Very professional and informative

Very professional and informative

Great Service

Great Service

Clearly communicated process to me

Clearly communicated process to me

Great Change

Eric has been been very thorough in explaining the Retirable approach and is thoughtful in his approach to my wife and I. He was instructive in the steps to follow to get funds moved.

Mike Russo is the best ..

Mike Russo is the best ... goes beyond expectations

Nick's expertise

Nick's expertise

Our Advisor is knowledgeable

Our Advisor is knowledgeable, personable, professional. It has been a pleasure starting this new journey with him.

Comfortable 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.

Eric is helpful

Eric is helpful, knowledgeable, professional

Retirable and our financial counselor…

Retirable and our financial counselor Harrison have made our retirement planning easy and stress free. We have been guided on each step of the process and all our questions or concerns have always been answered straight forward and honestly.

Harrison is great to work with

Harrison is great to work with. He is on top of everything and helps explain everything for myself and my wife so it's clear we're we stand financially. I was stressed out before talking with Harrison but no longer. Thank you Retirable for being here

Great 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.

Retirable is good so far

Retirable is good so far. Perhaps it would have been better if I had been asked to intervene in the changeover sooner.

Honestly

Honestly, it is not the what, as good as I now believe this company is, it is definitely the who that has made my experience with Retirable a great experience. My advisor is Eric Schwartz. From the first contact his approach was open, not at all pushy, approachable and informative. Very different from previous experiences with other companies where I felt I was being handled. He has always explained each step in the process to me, checked to confirm my understanding but never became impatient if I needed something explained more than once and once again for clarity. My doubts ... Read More

Eric Schwartz

Eric Schwarz is wonderful!

My experience with McKayla at Retirable…

My experience with McKayla at Retirable was extremely positive. She is a great listener to my financial concerns and questions. She is very personable and easy to work with. I never felt rushed. She is very organized. She is prompt at returning messages. She had all of my prep work prepared when she contacted me. I would highly recommend McKayla at Retirable!

advisor was patient

advisor was patient; explained the process and guided me through technical parts; didn't feel pressured to make a decision; appreciated insights offered.