Mike
GBNew account - Moved from another firm I moved from another firm due to concern over losses and high fees over the life of this relationship. I am well into retirement and have limited money saved. My new account lost over $1000 in the first 4 days (.5 %). I stayed with my last account manager for 7 years based on the account rebounding, it did not. I can not wait that long again, should this become a trend.
Barb
GBRetirable Cares Retirables "origin story" about the founder's aging mother's struggles with retirement finances appealed to me instantly. As we shopped retirement counselors, a major bank advertised that if you have 'X' amount of dollars to invest, you qualify for special treatment. Given this countries horrendous income gap between the haves and have nots, this marketing strategy is the last thing I want to hear.
Harriet
GBGood teamwork and gave me a positive feeling I chose Reliable because of its positive reviews, but it was speaking with my advisors Adrian and Harrison that convinced me that I made the right choice. Both were extremely receptive to my particular needs and fears and walked me through every step of the process. They answered my questions and assured me that they will be with me every step of the way. I've been with them a week and already had three meetings with them and have more planned. ALl-in-all I feel very positive about this relationship.
Lisa
GBWhat made my experience so great What made my experience so great? I would have to say it was my sales agent, Eric. Eric was very patient with me and very knowledgeable. I’m so impressed with the company and would recommend them to everyone!
Chris
GBGreat Option! As a freshly minted retiree, Retirable suits my needs perfectly. There was definitely frustration getting funds transferred, but this had everything to do with the senders and the post office. Retirable helped navigate with ease. Love the interest-bearing savings account with linked debit card! Also a fan of the ZOOM meetings from the standpoint of convenience and, in light of our recent experience with the pandemic, physical safety. Harrison Schaefer is my advisor. Highly recommend.