Meet Neil Goldberg, ChFC®
Neil Goldberg, ChFC® specializes in helping his clients plan for and transition into retirement. Neil hosts workshops sharing investment and estate planning concepts with clients and also leads the Fund Selection Team.
Neil began his financial services career in 1986 at The Phoenix Equity Planning Corporation and Aetna Retirement Services. He worked in the investment, retirement and offshore funds areas for 14 years helping clients evaluate retirement plans and investment alternatives.
Neil graduated from the University of Connecticut with a B.A. in Economics and from Rensselaer Polytechnic Institute with a Master’s degree in Business.
Fun facts about Neil
- Lives in Colchester with his wife and has two adult children
- Spent three years traveling extensively in Latin America during the early part of his career
- Enjoys playing guitar
“I joined AdviceOne after seeing how well the advisors and staff treat their clients and their dedication to giving the best possible advice. Having spent many years working with other advisors, brokers and insurance agents, I could immediately appreciate The AdviceOne Difference. I have a passion for helping my clients analyze their options and working with them to self-actualize their vision of retirement.”
My husband and I have been clients for 6 years. We were looking for a fiduciary financial advisor to help with retirement planning and learned of AdviceOne through a trusted co-worker. AdviceOne provided much more than what we were originally looking for, including guidance on estate and document planning, focused educational seminars, as well as recommendations for other resources like updating wills. Their team provides a consistent advisor, personal attention, and comprehensive services that deliver significant value, making our financial lives so much easier.
Their focus on Pratt and Whitney means they understand our employer and the implications of our various programs that influence our retirement, like our 401(k) and pension programs. They are an impressively organized team that is always available to respond to questions and concerns.
Lisa Jenkins
Materials process engineering (MPE), Pratt & Whitney
AdviceOne has provided expert retirement planning for us. They recommended a portfolio structure that provides lifetime income. The portfolio manages market and inflation risk with consideration to tax implications. The portfolio structure manages the income stream required to live comfortably. They always listen and tailor the plan to meet our individual needs and risk tolerance. They also made sound recommendations to take advantage of IRA, Roth IRA and other income managing options that are outside the 401(k).
Bill Hastings
Retired, Engine Design & Systems Integration, Pratt & Whitney
We were introduced to AdviceOne in a retirement planning session that presented an understandable and fiscally sound strategy for managing assets into and through retirement. Their approach was simpler than others we had reviewed and allow us to customize our plan to meet our lifestyle and longer term goals. The tools available to us for managing assets and estate planning have gone beyond our expectations. Client support from AdviceOne team has been exceptional both in response to our inquiries, but more importantly, proactively from their team as market conditions have changed. We feel confident this team will be behind us for many years!
Brian Dwyer
Carrier
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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