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 Collins Aerospace.
Testimonials are not endorsed by Collins Aerospace.
Tim Miller takes the time to understand our needs and long-term goals and has developed a strategy that will help us meet those goals. It is extremely helpful that Tim understands the RTX retirement system and can walk us through our Gateway to make strategic changes.
Carlos Henriques genuinely cares about me and my family. He has been great at explaining what is involved and what options are available. With his help, I feel prepared for my future in retirement.
Using understandable retirement planning concepts and our personal goals, Carlos Henriques and his team helped us develop a retirement plan.
Particularly reassuring to us is the knowledge Carlos Henriques has with RTX financial benefits. He is extremely knowledgeable and is very patient with allowing us to make the correct decision about our financial future.
Their knowledge of the legacy UTC retirement benefits is a differentiator from other firms.
The AdviceOne team has intimate familiarity working with RTX benefits which makes working with them efficient and rewarding.
Bria Comer helped us avoid inopportune retirement decisions and has expertly led us through the crucial steps and sequences of the 401(k) rollover, incentive compensation actions, pension option decisions, and other elements of the retirement strategy.
I always feel that AdviceOne has my best interests at heart and could not provide a higher recommendation for a financial advisor.
Carlos Henriques has proven to be highly knowledgeable and responsive, demonstrating a level of care for our family’s well-being that goes beyond standard professional expectations.