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 Lockheed Martin, Honeywell or L3Harris Technologies.
Testimonials are not endorsed by Lockheed Martin, Honeywell or L3Harris Technologies.
Steve and Sharon Rogers, retired Executive,
Operations & Aerostructures, Lockheed Martin
Lynda Fredette, retired, EHNS, Lockheed Martin
Mark Fredette, retired, Commercial Engines, Pratt & Whitney
Lockheed Martin
Having trusted advisors that have taken the time to understand your family’s needs and work with you when you make irrevocable decisions is a big relief. The Retirement Empowerment Workshops explaining the core strategies are great and easy to understand as well.
Each visit had us gaining confidence in the team, and more importantly, their process. We are worry-free that we are in good hands.
Tim Miller has provided me invaluable financial planning advice and has helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, I reach out to Tim.
Lockheed Martin
Tim Miller has become a trusted family advisor and has provided financial guidance on every recent major financial decision and is always available for consultation.
Carlos Henriques is knowledgeable, professional, personable, and calm in a sea of uncertainty. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance. He has turned into a very trusted member of our extended family.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
Carlos Henriques and the AdviceOne team deliver truly professional financial planning services. I have been able to turn to them for all my needs and have been able to retire early with a very comfortable plan.
We found their approach to be very logical, allowing for portfolio growth, risk mitigation, and estate considerations. Upon our retirement, the team pivoted us to pension decisions, 401(k) rollovers, and ongoing portfolio optimization measures.
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.
Their planning philosophy is structured around an Asset Allocation model that is based on the client’s risk tolerance, future expenses, and life choices.
Trust. It is a single word that led us to select and commit our livelihood to a professional team that manages our investments and helps us navigate our financial plan.
My wife and I have been clients Carlos Henriques for the past 8+ years. Carlos and the AdviceOne team have helped guide us with sound financial planning strategies both pre-retirement and now post-retirement. Through a structured approach to retirement planning, we develop specific action plans to be implemented. These plans give us confidence in our financial well-being and peace of mind that allow us to enjoy retirement.
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