Our most frequently asked questions

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.

Knowledge is powerful

When I began searching for help with my small investments, I was connected with Retirable and McKayla. She connected with me on a level of "caring" about what was important to me. There was never any pressure or "have to do's"quickly without any thought on my part. She is a person you can feel comfortable with. So women, if you are looking for financial services, and you hate the pressure of "just do as I tell you," ask for McKayla.

Moving a 401(k) by yourself can be very…

Moving a 401(k) by yourself can be very hard when you don't understand the process. The Retirable team made it very easy. I wish I had met them a few years ago when I attempted to transition my 401(k) to a simpler plan. Now that it is done I am extremely happy.

Quality Advisor

Nick, my advisor, taught me to think ‘make your money work for you.’ Maybe that is obvious to many. To me it was a new perspective. Nick’s sharing this perspective, the time and attention he took to help me understand the process, all went a long way to helping me feel as safe as it is possible to feel in this oh so volatile world.

Harrison is very thorough and checks in…

Harrison is very thorough and checks in often. He has been a wealth of knowledge, and available whenever we have needed clarification or additional information.

Harrison has made this all so easy and…

Harrison has made this all so easy and I had no idea that was possible.

Harrison answered so many questions, friendly and just super

Harrison has simplified a big financial inheritance for me. He set up a plan and, as I am retired, some things were different than for someone still working. He spent time going over the plan and answered many questions. Cannot thank him enough for the great experience

My experience has been supportive and…

My experience has been supportive and what feels genuine in a time of trials and tribulations in the banking industry. The staff has been attentive and available to answer any questions.

Our experience with Retirable has been, so far, very positive

Our experience with Retirable has been somewhat limited, but so far very positive. The individual with whom we have been dealing, Harrison, has been professional yet personable, and has seemed truly interested in helping us achieve our financial goals. Although we are in the very early stages of our relationship with Retirable, Harrison has been very attentive to our needs, and very good about following up with us. If our experience continues to be as positive as it has been to date, we will be extremely pleased.

Nick Mancuso

Working with Nick is like working with family - he is a true fiduciary. My wife and I look forward to a long relationship.

Patient Advisors

Working with Retirable has been a pleasure. The concept of the organization, and philosophy is admirable. Thank you for being there to help the less than super rich plan for the future and take the worry out of retirement!

Representative response is terrific.

Representative response is terrific.

Along with you Step by Step

All the people I dealt with were extremely helpful and knowledgeable and helped me in my experience step by stgep

Highly recommend!

We appreciate the dedication, professionalism, and integrity of Harrison and the rest of the team at Retirable. We feel like they are watching out for us in what could be a taunting world of envisioning a safe and secure retirement.

Good 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.