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.
Chris and Maria Lehane,
Pratt & Whitney
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
Tim Miller provides the required financial advice to live for today but also make the right moves for the future. It is nice to have an expert to take this off our plates while giving us the peace of mind that we need that he is always working in our best interest.
You won’t find a better group of people to work with before or during retirement.
We love having AdviceOne manage our money and our retirement journey. Their commitment to their clients’ financial well-being is unrivaled.
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.
I couldn’t be happier with our time learning and growing together in support of setting up a successful retirement plan, when the time comes, that allows for my desired lifestyle.
My wife and I have been extremely pleased with the knowledge the AdviceOne Team has about UTC/RTX and our investments. The advisors all share the same values, which is understanding and supporting the current and future needs of their clients.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team.
Tim Miller has taken much of the worry away by setting up a very straightforward plan. They are professional, respectful, and went out of their way to truly understand our needs.
Working with Tim Miller has significantly improved our family’s comfort in negotiating complex, long-range decisions that impact our family’s financial well-being. We tried other approaches to managing our finances, but none came close to the results - and the trust - we’ve found with AdviceOne.
Dani Francini helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means.