Pratt & Whitney
Client Testimonials

We're delighted to share testimonials from our clients at Pratt & Whitney. We've been working with folks from Pratt & Whitney for many years, and we offer expertise in executive packages and helping professionals from engineering, operations and quality control departments.

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.    

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Greg and Linda Bond,
Pratt & Whitney

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Andy Brindisi,
Pratt & Whitney

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Benny Chowaniec,
Pratt & Whitney

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Jon and Missy Niemeyer,
Pratt & Whitney

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Paul Pandolfi,
Pratt & Whitney

Chelsea Armstrong,
Chelsea Armstrong, Pratt & Whitney

You won’t find a better group of people to work with before or during retirement.

Jim Apicello, Pratt & Whitney

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.

John Zavodjancik, Pratt & Whitney

They are extremely literate in the retirement plan for UTC (now RTX) and have offered expert investment guidance for the assets I’ll need to last the rest of my life.

Tony Papale, Pratt & Whitney

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.

Russ Grace, Pratt & Whitney
AdviceOne brings a deep understanding of RTX compensation systems, and this knowledge has also helped shape our strategy and position us for retirement.
John Teti, Pratt & Whitney

Their commitment to every client stands out with their communication: emails, phone calls, meetings, and webinars. They take the time to make sure every client understands the entire process, offering their expertise in our decision-making.

Steve Jandreau, Pratt & Whitney

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.

Dionne Henry, Pratt & Whitney

Tim Miller and his team are focused on my individual plan for financial security and retirement and operating the ins and outs of the Executive stock options and compensation.

Chris Farnum, Pratt & Whitney

AdviceOne has exceeded all our expectations. Our advisor Dani Francini is a trusted advisor, partner, and friend.

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Gene and Lynn Tiano,
Pratt & Whitney

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Steve and Sharon Rogers,
Pratt & Whitney

Ron Kwasniewski, Pratt & Whitney
What truly sets AdviceOne apart is their commitment to client service and education. They take the time to explain, guide, and make sure every decision supports a stable and secure financial future.
Charlie Haldeman, Pratt & Whitney
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.
Laurie Lynch, Pratt & Whitney
One of the best decisions we ever made was signing on with AdviceOne. Their expertise in managing our investments enabled us to retire earlier and more successfully than we thought possible.
Gene Holtsinger, Pratt & Whitney
When presented with the opportunity to take an early retirement offer, the modeling and analysis done by the AdviceOne team allowed us to make a very comfortable strategic decision with no regrets.
Mike Ehrlich, Pratt & Whitney
AdviceOne guided my wife and I through our retirement planning process to achieve our retirement income goals. The advisors are deeply knowledgeable about UTC/RTX employee savings plan options and how to maximize said plans prior to retirement.
Jim Bolger, Pratt & Whitney

We have been with AdviceOne for about 8 years and have been extremely happy with their counsel on our investments. They have also demonstrated on multiple occasions that they truly are a fiduciary and always act in our interest.

Steve Brozek, Pratt & Whitney

After a career at Pratt & Whitney, I was offered early retirement. After meeting with AdviceOne and going through their methodical approach, they put our minds at ease. We are very satisfied with our decision to trust them with our financial future.

Doug Duke, Pratt & Whitney

The AdviceOne team has provided me with a clear view of strategies and progress towards my financial goals. I value their in-depth knowledge of the Pratt & Whitney systems.

Bill Pattison Jr., Pratt & Whitney

We attended an AdviceOne Retirement Empowerment Webinar; that became the turning point in our retirement journey. We were thrilled to learn that many of my colleagues and executives were also clients!

Tom Cap, Pratt & Whitney

AdviceOne made the retirement process easy and understandable, and they continue to breed confidence that my retirement assets are being cared for as if they were their own.

Mark auBuchon, Pratt & Whitney

It is always comforting to know that the experts at AdviceOne are in your corner, helping you deal with tax, market, and investment complexities.

Mary Ellen Jones, Pratt & Whitney

We've benefited from their familiarity with the RTX benefits structure in particular, and more generally with our retirement, gifting, and other financial life planning.

Kevin Rich, Pratt & Whitney

We work with Bria Comer, who took the time to get to know us, our family, our goals, and our financial specifics to start building our plan. We highly recommend!

Mike Coleman, Pratt & Whitney

Thanks to Dani Francini’s incredible knowledge and her passionate commitment to helping her clients achieve financial freedom, we are now enjoying every minute of our retirement.

Mark Fredette, Pratt & Whitney

We found their approach to be very logical, allowing for portfolio growth, risk mitigation, and estate considerations. Upon our retirement, the team pivoted us to pension decisions, 401(k) rollovers, and ongoing portfolio optimization measures.

Kelley Carillon, Pratt & Whitney

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.

Joe Brigandi, Pratt & Whitney

Tim Miller and AdviceOne’s expertise, professionalism, and personal attention provided my wife and I with the confidence that we are well-protected in retirement.

John Teti, Pratt & Whitney

Their commitment to every client stands out with their communication: emails, phone calls, meetings, and webinars. They take the time to make sure every client understands the entire process, offering their expertise in our decision-making.

Kevin Reilly, Pratt & Whitney

AdviceOne has been a great partner in our financial journey. They have set us on a great path, and we look forward to our future with confidence.

Mike Cavaliere, Pratt & Whitney

We have worked with Dani Francini and the AdviceOne team for several years. Dani clearly explained the financial planning process and takes the time to review different scenarios and options available to enable us to make the best decisions.

Samir Patel, Pratt & Whitney

Their client service and responsiveness to my inquiries have been exceptional.

Tom Reitsma, Pratt & Whitney

They helped us orchestrate key investment moves at critical times. We realized how fortunate we were to have AdviceOne managing our plan. This is what they excel in, and they fully understand the RTX/UTC benefits framework.

Charlene Simeone, Pratt & Whitney

Signing on with AdviceOne before my husband and I retired was the best decision we made.

Rich Lapointe, Pratt & Whitney

Their transparency, responsiveness, and genuine care have made us feel like valued partners in this journey. They’ve provided us with a clear, tailored plan that lets us enjoy retirement without worrying about the markets.

Rich Winquist, Pratt & Whitney

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.

Greg Mias, Pratt & Whitney

I highly recommend going to one of their introductory Retirement Empowerment Workshops to hear about their financial planning philosophy.

Glenn Gruber, Pratt & Whitney

It’s worth your time to attend one of their free Retirement Empowerment workshops. The AdviceOne Retirement Planning system is very logical, straightforward, and different from others. They emphasize spousal participation and understand the Raytheon 401(k) platform better than anyone.

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.'
Bob Lang, Pratt & Whitney
I heard about AdviceOne from several colleagues, so I attended one of their Retirement Empowerment Workshops. I was impressed with their knowledge of the Pratt savings plan, tax advantages available through the plan, and different options on how to withdraw from the plan after retirement to maximize my money.
John Parke, Pratt & Whitney
My experience has been nothing short of exceptional. We’ve been so impressed with the expertise, attention to detail, and genuine interest in creating and handling our financial plan. Particularly reassuring is the integrity of Carlos Henriques.
Doug Zabawa, Pratt & Whitney

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.

Kevin Carillon, Pratt & Whitney

We took a recommendation from another P&W employee for a no-risk/no-commitment meeting and quickly knew Tim Miller was who we needed.

Cynthia Girgenti, Pratt & Whitney

We appreciate the individualized attention, and the team makes us feel a part of the AdviceOne decisions and family.

Carlos Jacinto, Pratt & Whitney

AdviceOne is helping us achieve our financial goals and giving us peace of mind as we plan for retirement.

David Walton, Pratt & Whitney

No matter who we talk to at the company they are always extremely helpful and patient. Exceptionally strong communication and follow-through. Can't speak highly enough of our alliance with AdviceOne.

Kristin Gillespie, Pratt & Whitney

They have guided us and given us confidence in our financial planning and strategy, shared tips we didn't know about and helped us prepare for many family milestones/goals. But most of all they supported us in reaching my goal of retiring when I was ready to go and ensured we would be okay all the way to the ‘end of the spreadsheet’!

Scott Augustine, Pratt & Whitney

From our very first meeting, we have appreciated their transparent and personable approach as we navigate the details of our plan.

Brian Sisco, Pratt & Whitney

I highly recommend AdviceOne for your investment and retirement planning.

Lori Greene, Pratt & Whitney

We love having AdviceOne manage our money and our retirement journey. Their commitment to their clients’ financial well-being is unrivaled.

Jeff Stevens, Pratt & Whitney

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.

Ed LaCroix, Pratt & Whitney

AdviceOne advisors take the time to understand clients’ financial needs and focus on their personal objectives. The 'State of the Market' and quarterly portfolio updates are clear and well-presented. It’s reassuring to know you can speak to your advisor whenever necessary.

Marty Magoon, Pratt & Whitney

Thank you to Bria Comer and her team at AdviceOne. Their accountability is remarkable. Working with them all has been a great experience.

Rick Steele, Pratt & Whitney

The process was easy to understand, and we now have a solid foundation to achieve our goals. The whole team is wonderful, and we highly recommend AdviceOne.

Cyndy Skripol, Pratt & Whitney

I am very glad that I landed with AdviceOne, and I highly recommend them.

Vince Sidwell, Pratt & Whitney

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.

Pete Crisanti, Pratt & Whitney

Carlos Henriques spent a lot of time getting to know us, our values, and our retirement dreams.

Bill Nelson, Pratt & Whitney

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.

Matt Dawson, Pratt & Whitney

I am very comfortable knowing Tim Miller is overseeing my financial assets. I very much consider Tim as my financial partner and highly recommend him.

Bruce Unser, Pratt & Whitney

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!

Dave Lee, Pratt & Whitney

We felt like one of the AdviceOne family from day one. We met after a recommendation from a colleague and attended one of their Retirement Empowerment Workshops. They do an excellent job making sure spouses are informed and understand any strategies discussed.

Ed Armstrong, Pratt & Whitney

My wife and I have known Carlos Henriques since I retired from Pratt & Whitney after 41 years in 2013. We regard him as our trusted fiduciary to manage our investment portfolio and as a financial coach.

Jeff Sabourin, Pratt & Whitney

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.

Bob Jenkins, Pratt & Whitney

I always feel that AdviceOne has my best interests at heart and could not provide a higher recommendation for a financial advisor.

Gary LaPointe, Pratt & Whitney
My wife and I decided to attend a Retirement Empowerment Workshop. One of the hardest things for me to overcome was putting our finances in the hands of another, but I can truthfully say my relationship and trust with AdviceOne has grown.
Patty Evans, Pratt & Whitney
AdviceOne’s breadth of knowledge stood out head and shoulders above the competition. When a retirement package came along, Chuck Johnson and Dani Francini walked with me through every step of the process with the utmost care.
Glenn Markward, Pratt & Whitney
It has been a wonderful and collaborative experience with the entire AdviceOne team.
Kathy Norkeveck, Pratt & Whitney
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.
Joe Siton, Pratt & Whitney
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.
Greg Dolansky, Pratt & Whitney
Their no-nonsense consistent approach made it easy to invest prior to retirement, and now, in retirement, allows us to simply live our lives free from the day-to-day management of our portfolio.
Jane Loda, Pratt & Whitney

They work to understand your needs and goals, provide excellent advice, and set you on a path for success.

Mark Bernier, Pratt & Whitney

We give them five stars. Thanks for making our goals attainable after retiring!

Joe Grimes, Pratt & Whitney

The AdviceOne advisory team is professional, well-trained, friendly, and client-focused; they quickly gained our trust and confidence that they would always be working and advising in our best interest.

Dave Bonsall, Pratt & Whitney

The client-focused relationship and attention to detail have created a high level of comfort with my financial security.

Bob Maciorowski, Pratt & Whitney

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.

Jane Gotowala, Pratt & Whitney

I can’t express how thankful I am to a co-worker who gave me the name of Carlos Henriques, a Certified Financial Planner at AdviceOne, as I was closing in on retirement. The truly professional and client-oriented staff has been absolutely great.

John Wotus, Pratt & Whitney

Bria Comer prepared us prior to retirement both fiscally and psychologically, minimizing the unknowns and anxiety that come with making important decisions related to retirement.

John Battye, Pratt & Whitney

AdviceOne provides outstanding financial guidance, actively managing their clients toward retirement in a confident and well-thought-out process.