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.
Paul Pandolfi,
Pratt & Whitney
Dave Bachiochi,
Pratt & Whitney
Jim Kane, retired,
Pratt & Whitney
AdviceOne has exceeded all our expectations. Our advisor Dani Francini is a trusted advisor, partner, and friend.
I highly recommend AdviceOne for your investment and retirement planning.
We appreciate the individualized attention, and the team makes us feel a part of the AdviceOne decisions and family.
They are always available to talk and have regularly scheduled meetings and seminars so that I am up to date on their strategies and the status of my portfolio.
Having trusted advisors that have taken the time to understand your family’s needs and work with you when you make irrevocable decisions is a big relief. The Retirement Empowerment Workshops explaining the core strategies are great and easy to understand as well.
The fact that most AdviceOne clients worked for United Technologies Corporation (now RTX) was a plus, as AdviceOne was very familiar with how our corporate 401(k) worked.
One of the best decisions my wife and I have ever made was attending an AdviceOne Retirement Empowerment Workshop. We are now happily retired with finances all in order and with an ongoing investment plan for our future. AdviceOne truly cares about our family, our finances, and our future.
Our periodic meetings with AdviceOne have educated us in a clear financial plan for what lies ahead in retirement. We are now living with peace of mind knowing we are on a secure financial path.