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, Collins Aerospace, Otis, Carrier, Lockheed Martin, or RTX.
Testimonials are not endorsed by Pratt & Whitney, Collins Aerospace, Otis, Carrier, Lockheed Martin, or RTX.
Graham and Teresa Webb,
Pratt & Whitney
Ed and Michele Otero,
Pratt & Whitney
Chris and Maria Lehane,
Pratt & Whitney
Bill and Joanne Hastings,
Pratt & Whitney
Dave Bachiochi,
Pratt & Whitney
Greg and Linda Bond,
Pratt & Whitney
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 'success.'
I know I have a solid plan and do not worry about the markets, and I know my wife would be in good hands if something happened to me.
Mike Folsom,
Collins Aerospace
Art Utay and Janet Wade-Utay,
Pratt & Whitney
Bill Tredway,
RTX
Gene and Lynn Tiano,
Pratt & Whitney
Jim Kane,
Pratt & Whitney
Jon and Missy Niemeyer,
Pratt & Whitney
They've been a godsend, getting us to this point by managing our portfolio with attention to detail that we cannot provide while working full-time.
What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.
This was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice.
Brian Dwyer,
Carrier Global Corporation
Steve and Sharon Rogers,
Pratt & Whitney
Paul and Beth Litrico,
Pratt & Whitney
Michele Burnat,
Pratt & Whitney
Paul Pandolfi,
Pratt & Whitney
Laurie Prentice,
Pratt & Whitney
If there is one thing I would change, it would be to have started working with AdviceOne about 10 years earlier.
I wish I had started as a client sooner! I have now been receiving great advice on what I should be doing in the market and with my Carrier 401(k).
They really got to know us and our future goals – not just our financial goals. We are very happy with the care and trust we feel in our relationship with Carlos Henriques and AdviceOne.
Jeff Smith,
Pratt & Whitney
Tim Brooks,
Pratt & Whitney
John and Angela Needham,
RTX
Collins Aerospace;
Otis Worldwide Corporation
AdviceOne was instrumental in helping us to achieve our financial goals and a quality of life better than we could have imagined.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism, and care.
AdviceOne delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels.
Benny Chowaniec,
Pratt & Whitney
Andy Brindisi,
Pratt & Whitney
Jon Martin,
Otis Worldwide Corporation
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.
Lockheed Martin
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.
I highly recommend AdviceOne for your investment and retirement planning.
Marc and Sharol Wilcoxen,
Pratt & Whitney
Shawn and Linda Gale,
RTX
We especially like their succession planning so that we know we have a team of resources to work with for many years to come.
They always have my best interests at heart.
AdviceOne makes financial planning for retirement easy.
Michele Lewis,
Collins Aerospace
Mark Fredette, Pratt & Whitney
and
Lynda Fredette, Lockheed Martin
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