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.
Steve and Sharon Rogers,
Pratt & Whitney
Chris and Maria Lehane,
Pratt & Whitney
Andy Brindisi,
Pratt & Whitney
Art Utay and
Janet Wade-Utay,
Pratt & Whitney
Tim Brooks,
Pratt & Whitney
Jeff Smith,
Pratt & Whitney
Benny Chowaniec,
Pratt & Whitney
The process was easy to understand, and we now have a solid foundation to achieve our goals. The whole team is wonderful, and we highly recommend AdviceOne.
Their commitment to every client stands out with their communication: emails, phone calls, meetings, and webinars. They take the time to make sure every client understands the entire process, offering their expertise in our decision-making.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team.
When presented with the opportunity to take an early retirement offer, the modeling and analysis done by the AdviceOne team allowed us to make a very comfortable strategic decision with no regrets.
Dani Francini helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means.
AdviceOne guided my wife and I through our retirement planning process to achieve our retirement income goals. The advisors are deeply knowledgeable about UTC/RTX employee savings plan options and how to maximize said plans prior to retirement.
I am very glad that I landed with AdviceOne, and I highly recommend them.
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!
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.
Thank you to Bria Comer and her team at AdviceOne. Their accountability is remarkable. Working with them all has been a great experience.
Their client service and responsiveness to my inquiries have been exceptional.
We felt like one of the AdviceOne family from day one.
We met after a recommendation from a colleague and attended one of their Retirement Empowerment Workshops. They do an excellent job making sure spouses are informed and understand any strategies discussed.
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.
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.
To my wife’s delight, during our meetings, Carlos Henriques will map out our projected future financial growth, and if appropriate, he will encourage us to be less frugal and spend more. He provides us information and recommendations, but he makes it clear that we are the ones to make the final decisions.
If there is one thing I would change, it would be to have started working with AdviceOne about 10 years earlier.
My wife and I attended a Retirement Empowerment Workshop. We realized during that workshop that this is the help we needed. Our advisor, Carlos Henriques, quickly opened our eyes to areas of opportunities that we were not aware of.
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.
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