Lisa D
USSo far, so good…. Our advisor Eric Schwartz has done a wonderful job guiding us and following up. We are new to Retirable but so far quite satisfied.
Valerie
USMy financial planner was an expert at… My financial planner was an expert at explaining, and making sure anything I did not understand, was clarified. He was patient and kind and really instilled a sense of trust in me that him, and the company had my best interest in mind. Both on zoom and multiple phone calls plus emails I felt he was really ‘ taking care of me’ and not just dollars. After my first zoom meeting I had such an enormous sense of relief going forward in my life, financially. I have already referred the company to several people and will continue to do so in the future. Great service!
EAM & JPG
USEric 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.
Rita
USThis 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.
D J Web
USComfortable 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.