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 Pratt & Whitney. Testimonials are not endorsed by Pratt & Whitney.
Graham and Teresa Webb,
Pratt & Whitney
Ed and Michele Otero,
Pratt & Whitney
Chris and Maria Lehane,
Pratt & Whitney
Steve and Sharon Rogers,
Pratt & Whitney
Jeff Smith,
Pratt & Whitney
AdviceOne brings a deep understanding of RTX compensation systems, and this knowledge has also helped shape our strategy and position us for retirement.
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
I truly respect the degree of transparency, genuine interest in our retirement goals, and investment philosophy, especially during downturns in the market.
Their no-nonsense consistent approach made it easy to invest prior to retirement, and now, in retirement, allows us to simply live our lives free from the day-to-day management of our portfolio.
AdviceOne’s dual approach to educating and fielding client questions in a Retirement Empowerment Workshop and personal meeting structure was just the reassurance I needed to grow in confidence. Their teamwork, professionalism, attention to detail, and expertise is second to none.
Tim Miller provides the required financial advice to live for today but also make the right moves for the future. It is nice to have an expert to take this off our plates while giving us the peace of mind that we need that he is always working in our best interest.
The client-focused relationship and attention to detail has created a high level of comfort with my financial security.
AdviceOne is a trustworthy partner.
We attended an AdviceOne Retirement Empowerment Webinar; that became the turning point in our retirement journey. We were thrilled to learn that many of my colleagues and executives were also clients!
Carlos Henriques has provided us with the peace of mind that comes with a well-understood and well-executed strategy. We now understand exactly when we can retire.
AdviceOne has provided expert retirement planning for us. They always listen and tailor the plan to meet our individual needs and risk tolerance.
We decided to attend one of their Retirement Empowerment Workshops. From the start, they addressed not only what our financial 'needs' would be but also included our vision of retirement 'succes
We were on-board with the philosophy presented at the Retirement Empowerment Workshop. The simplicity and logic of the approach appealed to our engineering mindset.
Tim Miller communicates and explains in a clear and concise manner. He is forthright with answers to 'hard' questions and has never been without insight and perspective on new financial arisings.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism, and care.
The professionalism of the team at AdviceOne cannot be overstated. We highly recommend their services and only wish our first visit was 10 years ago. Thanks for always treating us like family!
This was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice.
My wife and I highly recommend AdviceOne for retirement planning. They were able to help connect the dots, make a holistic plan, and enable us to reap benefits from financial tools.
Because we knew several colleagues at Pratt & Whitney had been working with AdviceOne, we were comfortable meeting for retirement planning. I continue to be impressed with Dani Francini's knowledge of RTX retirement tools and plan options.
They were able to provide a thorough assessment of our status and goals for both our finances now and through retirement. The team is very knowledgeable, professional, and understanding of our needs.
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.
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