Meet Michael Grossman, CFP®
Michael Grossman, CFP®, is the President of AdviceOne LLC and AdviceOne Advisory Services, LLC. He works extensively with executives and professionals at RTX, Otis and Carrier, collaborating with them so that they own all their retirement decisions. Michael began his career in financial advice in 1990 after graduating from UConn with a degree in Business Administration. He’s held his Certified Financial Planner designation since 1994.
Michael has presented hundreds of Retirement Empowerment workshops throughout the United States and is well-known in financial circles for his captivating and enlightening discussions.
Since its creation in 1999, AdviceOne has been transformed by Michael from an advisor-led practice into an extraordinary team-managed organization of professionals who are obsessed with delivering an exceptional experience to their family of clients.
Fun facts about Michael
- Lives in the Berkshires in Massachusetts with his wife, Katie, where they enjoy frequent visits from their daughters and son-in-law
- Enjoys reading, walking, fishing, and playing games at his lake house
- Attends the Sundance Film Festival each year
“I love the fact that we're logical but it's even more important that our clients are so logical. They absolutely make all their decisions based on Six Sigma. They follow processes, we follow processes, and it's a wonderful relationship.”
AdviceOne has allowed us to make the big decisions with confidence. They explained retirement planning concepts well, listened to our goals as we developed our retirement plan, and have been with us through all the detailed steps to execute our plan.
The entire staff is over-the-top responsive and friendly. Their familiarity with Pratt & Whitney’s retirement plans is a big plus. Simply put, AdviceOne makes financial planning for retirement easy.
Bob & Stacy Malecki
Pratt & Whitney
We would like to express our thanks to the AdviceOne team for the work they have done with us over the past years to help position us for our retirement. It was the professionalism, knowledge of UTC/RTX compensation and savings programs and attention to detail that reassured us throughout the planning process. It was refreshing to work with a team who were interested in our circumstances – an engineer and a teacher, working across state borders. There were many decisions and actions to take, but everything was thoroughly explained, and we never felt uncomfortable asking questions or expressing an opinion. We especially like their succession planning so that we know that we have a team of resources to work with for many years to come.
Michele Lewis
Retired Executive, Collins Aerospace
My wife and I have been clients of AdviceOne for nearly a decade. Through their guidance, we were able to develop a comprehensive retirement plan that was tailored to our specific needs and objectives. This includes not just retirement investment advice, but strategies to relieve our tax burden, estate planning for our blended family, timely real estate transactions for retirement, and college tuition planning. AdviceOne brings a deep understanding of RTX compensation systems, and this knowledge has also helped shape our strategy and position us for retirement.
Russ Grace
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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