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 RTX. Testimonials are not endorsed by RTX.
Bill Tredway,
RTX
John and Angela Needham,
RTX
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.
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.
The AdviceOne team has a culture of true client service, is very professional, competent, and always act in our best interest.
We were very impressed on how hands-on they were as we were filling out the final retirement forms from UTC. We look forward to our quarterly meetings to review our financial plan and help assure that we are on track.
We found the advisors to be extremely knowledgeable. Their expertise and familiarity with RTX employee and company benefits enabled them to provide specific guidance on how to best utilize company benefits and navigate company processes.
Quite honestly, I don’t think I would have been able to retire with financial confidence if it was not for AdviceOne and Carlos Henriques, particularly. In fact, I was able to retire a year earlier than originally projected.
It’s clear that choosing AdviceOne was a great decision. We are able to work with a dedicated fiduciary along with a support team that educates and guides us to making sound decisions.
AdviceOne communicates, educates, and is always available for our needs. Putting our trust in Tim Miller and AdviceOne was the best decision we have made.
I cannot imagine making any major financial decisions at this point in my life without first consulting with the AdviceOne team.
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