Retirable Reviews 245

I personally do not like to do surveys since every company every thing that you do is followed up with a survey request. It’s really beginning to be too much, but I am very, very pleased to do this survey. I find that Retireable understands the meaning of transparency and most of all communication. I couldn’t be more satisfied with my advisor. In fact, I’m delighted. I look forward to many years of working with James DiStasi. Thank you.

So far, Retirable has been very helpful in transferring my 401K to an IRA.

Efficient, professional and effective. Personable & helpful.

Retirable was efficient about getting back to me. They answered all my questions and everything they said was true when I checked it out. The transaction went smoothly and the website works in a user friendly way. I'm still waiting to see how it performs and I'm quite optimistic about that.

I asked a friend for a referral for his retirement financial advisor. He gave us your representative Harrison Schaefer. He has been terrific in helping us plan for retirement! We have a confident feeling now about where we are financially, and where we want to be in the future.

I decided to leave my former employer’s 403(b) plan. Retirable was one of three options I investigated. I immediately had a good feeling about the methods they apply for their clients’ portfolios. I feel that my plan is structured for me and meets my needs today and for the future. I also know that it is easily adjusted, should life offer surprises. I now have a peace I was missing for the last three years. I’m very grateful that I happened to find Retirable and my advisor, Jonah Coleman.

New customer here and it was an easy transition to move accounts.

Jonah Coleman is just great! I appreciate my most recent statement just as much! Thank you

Very knowledgeable, helpful and timely.

Excellent coordination during account setup. Not rushed, at all.

I connected with a knowledgeable FA.

When I was offered early retirement at my place of work, I had not given any thought into what that means. Even though I'm retirement age, I wasn't yet ready for it. So, when life offered me this opportunity, I had to figure out what I was going to do. On top of that, I wasn't one of the smart people that had been preparing. So with little $ saved and a new opportunity in my life, I had no idea what to do. So, I "Googled" and found articles, companies and a plethora of information on where to get help. I narrowed it to 3, but Retireable stated that the were established to help people like me. Us folks who didn't plan for retirement. And I hit the Grand Lotto with choosing this company. I cannot tell you how They made me welcome. They made me feel cared about. They are helping me to find all my resources. They have offered me peace of mind. Because they took what little I had and converted it to a stable foundation for me going forward. Such a relief. I love their staff so much I have nicknames for them. My kind and loving Retireable Partner, James Distasi, is one of the kindest, most caring person I have met. His nick name is "handsome man" because he is so cute. I have had conversations with him about his family. And the love for his parents is so outstanding. That right there made me feel safe with him. And he does his best for me. I'm so blessed to have found this company. There is not another one like it on the planet. They are serving those of us who didn't plan and have a million dollar retirement. I hope God makes them a Goliath Company, because they deserve all of the success in the world.

Simple, fast, efficient and cost sensitive pricing

I think the representative that help did a great job . Setting uo the account.

Bery personable customer service focused on providing me a clear understanding of how exactly best to invest for me and my spouse.

I asked a question and got my answer along with an update and was asked if I had any questions or concerns. We adjusted a few things and I was happy.

Michael made us feel like family. He was very informative and answered all our questions.

It was a good experience.

Mike has always been very helpful and very patient. I lack computer skills but he always manages to walk me through things and I am so grateful.