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.
The benefit from AdviceOne that convinced us to go with them from day one was the life plan that they build along with you. It very clearly lays out what type of financial situation you will be in from an income and spending perspective for the short- and long-term.
I have nothing but good things to say about AdviceOne. Their familiarity with the RTX benefits system has proven to be valuable. The personal touch provided by the team makes every interaction comfortable.
They took a great weight off my shoulders in navigating my post-corporate career income streams, including how to properly access 401(k) funds and set up proper assets for retirement income.
One of the best decisions my wife and I have ever made was attending an AdviceOne Retirement Empowerment Workshop. We are now happily retired with finances all in order and with an ongoing investment plan for our future. AdviceOne truly cares about our family, our finances, and our future.
The fact that most AdviceOne clients worked for United Technologies Corporation (now RTX) was a plus, as AdviceOne was very familiar with how our corporate 401(k) worked.
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.
AdviceOne has extensive knowledge of the UTC/RTX savings and retirement benefits, including 401(k), IRAs, Roth conversions, SARs, deferred compensation, and other long-term compensation components.
I heard about AdviceOne from several colleagues, so I attended one of their Retirement Empowerment Workshops. I was impressed with their knowledge of the Pratt savings plan, tax advantages available through the plan, and different options on how to withdraw from the plan after retirement to maximize my money.
They are always available to talk and have regularly scheduled meetings and seminars so that I am up to date on their strategies and the status of my portfolio.
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.
I highly recommend AdviceOne for your investment and retirement planning.
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.
They are extremely literate in the retirement plan for UTC (now RTX) and have offered expert investment guidance for the assets I’ll need to last the rest of my life.
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