We provide comprehensive, personalized financial advice and retirement planning services to our clients. These are just some of their stories.
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials.
AdviceOne Advisory Services, LLC is not affiliated with Collins Aerospace.
Testimonials are not endorsed by Collins Aerospace.
Mike Folsom,
Collins Aerospace
Carlos Henriques and AdviceOne have greatly impacted our lives. We truly appreciate sleeping better because of the plan we made. When life throws us a curve ball, we quickly regroup with Carlos and we are back to worrying about anything BUT finances.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
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.
Their knowledge of the legacy UTC retirement benefits is a differentiator from other firms.
Their open and honest recommendations regarding the investments and the disbursements thereof are greatly appreciated.
I have recommended AdviceOne to many of my friends and will continue to do so.
Bria Comer helped us avoid inopportune retirement decisions and has expertly led us through the crucial steps and sequences of the 401(k) rollover, incentive compensation actions, pension option decisions, and other elements of the retirement strategy.
We especially like their succession planning so that we know we have a team of resources to work with for many years to come.
Having been a client of AdviceOne for several years now, I have come to appreciate their incredible client focus. They have gone to great pains to explain to me all the steps they take in handling my investments, making sure that I am comfortable with what they are doing.
Carlos Henriques worked with us to start considering the lifestyle we want to have in retirement and the finances necessary to support that lifestyle.
We greatly value their financial expertise, including a deep knowledge of UTC/RTX benefits and the complexities thereof.
Tim Miller has been great to work with, making himself available to accommodate my crazy work schedule when I was still employed and answering questions as they arose between meetings with expediency.
The expertise and guidance shown by Dani Francini and her Client Liaison team has provided us with a significant level of confidence that we are on the right track with our retirement planning and overall financial success.
AdviceOne delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels.
I attended one of their Retirement Empowerment Workshops. The knowledge I gained was invaluable. I have found AdviceOne to be trustworthy, and they have provided unbiased investment service in line with my best interest and investment goals.
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.
My experience over the last 10 years with Carlos Henriques has been extremely positive. The firm’s extensive knowledge of the United Technologies financial benefit systems (pensions, 401(k), stock options, and RIF packages) has been truly impressive and really helpful.
Carlos Henriques advises us on many money management techniques tailored to our specific financial position that have set us up well for retirement, which we are now enjoying. The AdviceOne approach has led to peace of mind.
Carlos Henriques has been working with me for several years to help me with my financial planning. He genuinely cares about me and my family. He has been great at explaining what is involved and what options are available. With his help, I feel prepared for my future in retirement.
Our advisor patiently listened, educated, questioned, and helped us develop a plan we felt confident in. A retirement plan is a beautiful thing. We began the next phase of our life feeling good about what’s to come, thanks to AdviceOne.
Let's Talk
Ready to work with an advisor who understands you?