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.
Jon and Missy Niemeyer,
Pratt & Whitney
Ed and Michele Otero,
Pratt & Whitney
Carlos Henriques takes complex financial topics and breaks them down into easily understandable terms. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance.
You won’t find a better group of people to work with before or during retirement. Chris and Chelsea Armstrong, Pratt & Whitney
Tim Miller has been instrumental in securing my family’s future. He and his team are always available for consultation, and their patience and willingness to walk their clients though all the processes and options are unparalleled.
Having a team of resources available to answer questions, give advice, and plan actions to meet our long-term goals is invaluable. We are confident that our financial strategy will be sound through retirement and beyond.
Carlos Henriques has provided us with the peace of mind that comes with a well-understood and well-executed strategy. We now understand exactly when we can retire.
By forming a relationship with them well in advance of a planned retirement date, the periodic check-ins have allowed us to make sure we are keeping on track with our long-term financial goals.
Carlos Henriques is knowledgeable, professional, personable, and calm in a sea of uncertainty. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance. He has turned into a very trusted member of our extended family.
From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.
Carlos Henriques and the entire AdviceOne team provide steady guidance through changing markets and consistently make us feel confident in the decisions we make together. It is no exaggeration to say that Carlos has changed our lives for the better.
From our first meeting, we felt a high level of transparency and trust. While they provide expert advice and clearly lay out all the options, we always feel empowered to make the final decision. In addition, their focus on tax strategies has been a game-changer.
AdviceOne brings a deep understanding of RTX compensation systems, and this knowledge has also helped shape our strategy and position us for retirement.
Working with Dani Francini and AdviceOne brings a lot of peace of mind to the financial planning process. Having a team of resources available to answer questions, give advice, and plan actions to meet our long-term goals is invaluable. We are confident that our financial strategy will be sound through retirement and beyond.
We feel that we’re in a much better place financially with them than we ever could have been if we were doing this alone. They pay attention to what we want and need, and have helped us set and achieve our goals.
AdviceOne is a trustworthy partner.
AdviceOne quickly became a trusted partner. They do not tell you what to do; they teach you about their philosophy and make sure you understand what they are doing and why they are doing it.
Our advisors, Neil Goldberg and Tim Miller, possess an in-depth understanding of both Pratt & Whitney and RTX benefit structures. Their dedication and attention to detail have consistently surpassed our expectations.
From suggesting ways to fund real-estate transactions to recommending estate planning documents to educating me and my wife on taxes and investment strategies, Carlos Henriques and his team made it easy to understand and enjoyable to learn!
From our first meeting, we felt a high level of transparency and trust. While they provide expert advice and clearly lay out all the options, we always feel empowered to make the final decision. In addition, their focus on tax strategies has been a game-changer.
We appreciate the individualized attention, and the team makes us feel a part of the AdviceOne decisions and family.
AdviceOne is helping us achieve our financial goals and giving us peace of mind as we plan for retirement.
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
AdviceOne provides outstanding financial guidance, actively managing their clients toward retirement in a confident and well-thought-out process.
It is really refreshing to work with a financial advisor who is truly interested in their clients' needs, circumstances, and preferences. Bria Comer works with integrity to provide her clients with sound financial advice, guidance, and personal retirement expectations.
I highly recommend going to one of their introductory Retirement Empowerment Workshops to hear about their financial planning philosophy.
I'd like to thank Tim Miller and AdviceOne for helping my wife and me get on track and develop a sound financial strategy to help us into retirement. Having them take care of managing the funds takes a lot of stress off our shoulders.