Retirable レビュー 244

Excellent interaction between Eric and our family! No rush to get to any commitments, good explanations and sharing of data, and a genuinely friendly and personable discussion whenever we meet to plan the next move. For my part, I can highly recommend, as the experience has been nothing but positive!

Clearly explained. Jonah was very knowledgeable and helpful. I might not have to live under a bridge after all!

My broker was very good at listening and using affirmative communications to be certain they understood what I was communicating.

My CFP, Eric, is very thorough and patient in explaining all aspects of my financial plan. He responds to questions quickly and is always available to schedule a Zoom meeting with my wife and me if we need further assistance.

Th agent was very helpful explainiing the action plan for my retirement

James has been a huge help understanding retirement. Highly recommend!

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.

Alexandria and hunter have been great helping us through this

My adviser, Eric, is awesome, wise, and upbeat! My wife and I have truly been encouraged by his helpful advise!

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.

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.

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.

Quick responses and detailed understandable information.

Efficient, relevant and professional

My experience so far with Retirable has been great! My advisor, James, has been forthright and thorough in explaining how the process works and held my hand at every step. What I like the most is that James is always available via text and/or phone call to answer questions (and there are a lot as this is my first time retiring :) and if I need a meeting with him, I can select an available day and time from his calendar on the Retirable App and schedule it myself. As for the negative reviews regarding the delay in the funding of accounts with Altruist, the method they use appears to reduce the chances of fraud by having the current custodian send actual paper checks directly to you, and you forwarding them on to the new custodian, Altruist (a third party and not owned by Retirable). At first I was nervous sending them off to Altruist, not having ever dealt with them before. The only delay was due to the USPS and my accounts were funded within a day or 2 of Altruist receiving the checks. Overall my experience has been very positive...thank you James! As for performance, time will tell...

Eric has been helpful all along our journey. He explains things so we can understand, keeps track of what we discussed and what is next.

Overall he is a pleasure to work with!

It took a while to get things straight. I have done transfers between IRAs for over 10 years with T.Rowe Price and never had the problems on setting up this new one. I don't know who muffed the deal and don't care. What I expect is a one or two day fix.

Harrison has always been there for us and we appreciate his services and knowledge

Eric is very knowledgeable and professional. He is accessable and has consistently performed as promised.