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
Jeff Smith,
Pratt & Whitney
Paul and Beth Litrico,
Pratt & Whitney
Marc and Sharol Wilcoxen,
Pratt & Whitney
Mark and Lynda Fredette,
Pratt & Whitney
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.
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.
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!
The client-focused relationship and attention to detail has created a high level of comfort with my financial security.
AdviceOne has provided expert retirement planning for us. They always listen and tailor the plan to meet our individual needs and risk tolerance.
AdviceOne is a trustworthy partner.
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.
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 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 'success.'
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism, and care
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 'success.'
I truly respect the degree of transparency, genuine interest in our retirement goals, and investment philosophy, especially during downturns in the market.
From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.
Since 2015, the AdviceOne Team provided sound guidance for consolidation of my fragmented investments into single cohesive 401(k) and non-401(k) portfolios that are very easy to see, manage and look up for daily status and summaries. They provided guidance and recommendations to non-affiliated experts who helped me with legal documents ranging from estate planning to Medicare.
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.
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.
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.
The confidence that we have in our financial plan allowed us to purchase a sailboat that we plan to sail to Florida and the Caribbean this winter, knowing that while we may be out of contact for extended periods, AdviceOne is managing our portfolio on a daily basis and looking out for our financial well-being.
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.
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