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.
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.
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.
Rita
GBThis 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.
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.