Retirable Reviews 

The team was knowledgeable, and onboarding very smooth. They took the time to understand my situation then explained next steps in detail. Time will tell, but first impressions have been impressive.

Treva treated me like a valued client. She was patient explaining to me the process and how everything works. That was great since my knowledge is limited. I look forward to working with her.

So far, this does not feel like a "cookie-cutter" experience. I appreciate the personalized approach to my needs.

I am recently retired and was at a loss as to what to do with my 401K. I went thru Smart Assets that sent me to Retirable. Harrison Schaefer set me up and walked me through everything. Much more than I ever thought was involved. He and the team at Retirable took care of it all. I am now set up and have a plan. Thanks Guys!

I only give 4 stars because I'm just getting started. So far so good.

James was very knowledgeable about everything. He answered every question I had and provided good data.

on time appointments, friendly discussions about important topics, answers to all of my questions.

The planner was very knowledgeable and helpful. He presented us with very good advice about what we should do financially for the next 10 years and beyond. I would recommend him to friends.

The professionalism was important to us. Communication was open and honest. If we asked for assistance, that was given in a timely manner. We are very satisfied with how the account was set up and would recommend Retirable to others.

My Advisor, James DiStasi, has done a tremendous job getting me on the path of a good retirement plan that gives peace of mind, and his excellent customer service and competence in his field gives me confidence in the wonderful service that Retirables has done for me.

My advisor take time to explain everything to me. Always returns my call when I have a question.

Jonah is a good representative for your company. Punctual and patient. I would have liked to spend a little more time going over their spend plan for me but I will have that opportunity in the future. Satisfied so far, transaction was painless, goals have been set.

Easy to understand evaluation of my portfolio, looked all my lines of income really helped me to see my options.

I contacted retireable through another website, and I was contacted within a week. About a week later, I met the financial advisor over zoom. He was polite, knowledgeable and answered all my questions and concerns. I feel like I can trust him, and he’s always prompt to do what he told me I should expect.
It’s been a great experience.

Our advisor Eric has been fabulous in explaining everything.

My financial advisor is helpful with our situation and is willing to help us get started on our financial future. The steps needed to get things moving. Account setup and money transfer.

Just prior to retiring at the end of 2024 I reached out to several financial advisors to answer some questions for me. As soon as I explained my financial situation, they obviously didn’t want to speak with me as I didn’t meet their financial expectations. I finally contacted Retirable and I have been treated as though I am their most important customer. The communication has been excellent and my advisor has guided me through all aspects of getting my retirement plans in order. I am a firm believer in Retirable and I couldn’t ask for a better financial advisor. Highly recommended!

Knowledgeable and professional. Timely and easy to talk with

Harrison has kept me informed every step of the way. The process of rolling over my 401 K and pension, has been seamless. I would definitely recommend working with Retirable.

Treva, has been super helpful and has been addressing all my question in a timely manner. Every time I text ,email or call she has been available to answer my question rather quickly. I like the person to person relation that Retirable has available. There is an enormous amount of information and links available on the website to answer question for retires and those who are getting ready to retire. Kudos to Retirable, well done