AdviceOne is focused on providing clear, comprehensive financial plans for engineers and executives in the defense, aerospace, and technology fields, from companies like:
Pratt & Whitney
Collins Aerospace
Carrier
Lockheed Martin
RTX
We speak your language, match your pace, and collaborate with you on every decision.
We invite you to experience The AdviceOne Difference.
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Hear what our clients have to say...
We greatly value their financial expertise, including a deep knowledge of UTC/RTX benefits and the complexities thereof.
Scott Thomson
Collins Aerospace
Their commitment to every client stands out with their communication: emails, phone calls, meetings, and webinars. They take the time to make sure every client understands the entire process, offering their expertise in our decision-making.
John Teti
Pratt & Whitney
To my wife’s delight, during our meetings, Carlos Henriques will map out our projected future financial growth, and if appropriate, he will encourage us to be less frugal and spend more. He provides us information and recommendations, but he makes it clear that we are the ones to make the final decisions.
Andy Brindisi
Pratt & Whitney
The AdviceOne team has a culture of true client service, is very professional, competent, and always act in our best interest.
Marc D'Orvilliers
RTX
Tim Miller and the AdviceOne team are professional, responsive, and a pleasure to work with. We are very satisfied with the services and support we have received and feel confident we will realize our goals with continued guidance from AdviceOne.
Sara Kerr
Collins Aerospace
When presented with the opportunity to take an early retirement offer, the modeling and analysis done by the AdviceOne team allowed us to make a very comfortable strategic decision with no regrets.
Gene Holtsinger
Pratt & Whitney
From suggesting ways to fund real-estate transactions to recommending estate planning documents to educating me and my wife on taxes and investment strategies, Carlos Henriques and his team made it easy to understand and enjoyable to learn!
Bruce Unser
Pratt & Whitney
We were very impressed on how hands-on they were as we were filling out the final retirement forms from UTC. We look forward to our quarterly meetings to review our financial plan and help assure that we are on track.
Shawn Gale
RTX
The client-focused relationship and attention to detail has created a high level of comfort with my financial security.
Dave Bonsall
Pratt & Whitney
We engaged with AdviceOne to assist in carrying out a financial plan that would allow us to experience an active and robust quality of life in our post-working years. We have been extremely pleased with our relationship.
Dave Palmer
Collins Aerospace
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
Amy Grace Pratt & Whitney; Collins Aerospace
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
