Darlene C
GBMckayla Johnson initially impressed me… Mckayla Johnson initially impressed me with the prep work she put together even before we started. If she worked this hard before I became a client, I felt she would do due diligence for a client. She has been patient with my computer-ignorance, walking me through step by step. I am optimistic about managing my funds for retirement.
Valerie
GBMy 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!
Kelly
GBBest investment I ever made They provided a great service at an affordable price. They developed a sound retirement plan for me, including target allocations for my existing rollover and my Thrift Savings Plan. Learned more in a 30 minute zoom meeting than I had in over a year working with one of the large brokerage firms that had been managing my account. I feel much more confident in my current investments and look forward to working with them when it's time to de-accumulate the funds. I highly recommend Tyler and his team.
Lisa D
GBSo 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.
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.