AdviceOne
Client Testimonials

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.

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Graham and Teresa Webb,
Pratt & Whitney

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Ed and Michele Otero,
Pratt & Whitney

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Chris and Maria Lehane,
Pratt & Whitney

Bill Hastings,
Bill Hastings, 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.

Bob Selinsky,
Bob Selinsky, Pratt & Whitney

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.'

Gary Christman,
Gary Christman, Carrier Global Corporation

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.

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Mike Folsom,
Collins Aerospace

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Art Utay and Janet Wade-Utay,
Pratt & Whitney

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Bill Tredway,
RTX

Dennis Kraemer,
Dennis Kraemer, 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.

Christina Ostergard,
Christina Ostergard, Collins Aerospace; RTX

What sets Carlos Henriques and his team apart from other experts is that they offer a personalized experience adapting to my changing needs.

Graham Webb,
Graham Webb, Pratt & Whitney

This was the best financial decision I have ever made as we both have been extremely pleased with the relationship and advice.

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Brian Dwyer,
Carrier Global Corporation

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Steve and Sharon Rogers,
Pratt & Whitney

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Paul and Beth Litrico,
Pratt & Whitney

Janet Wade-Utay,
Janet Wade-Utay, Pratt & Whitney

If there is one thing I would change, it would be to have started working with AdviceOne about 10 years earlier. 

Don Berdan,
Don Berdan, Carrier Global Corporation

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).

Jon Martin,
Jon Martin, Otis Worldwide Corporation

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.

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Jeff Smith,
Pratt & Whitney

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Tim Brooks,
Pratt & Whitney

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John and Angela Needham,
RTX

Amy Grace,
Amy Grace, Pratt & Whitney;
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.

Jon Niemeyer,
Jon Niemeyer, Pratt & Whitney

We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism, and care. 

Phil Brigham,
Phil Brigham, Collins Aerospace

AdviceOne delivered on their promises to be open and honest and to help us achieve our planning goals per our requirements and risk levels.

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Benny Chowaniec,
Pratt & Whitney

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Andy Brindisi,
Pratt & Whitney

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Jon Martin,
Otis Worldwide Corporation

Mark O'Malley,
Mark O'Malley, 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.

Steve Rogers,
Steve Rogers, Pratt & Whitney;
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.

Brian Sisco,
Brian Sisco, Pratt & Whitney

I highly recommend AdviceOne for your investment and retirement planning.

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Marc and Sharol Wilcoxen,
Pratt & Whitney

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Mark and Lynda Fredette,
Pratt & Whitney

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Michele Lewis,
Collins Aerospace

Michele Lewis,
Michele Lewis, Collins Aerospace

We especially like their succession planning so that we know we have a team of resources to work with for many years to come.

Eric Max,
Eric Max, Pratt & Whitney

They always have my best interests at heart.

Bob Malecki,
Bob Malecki, Pratt & Whitney

AdviceOne makes financial planning for retirement easy.

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