Anita Roberts
Anita joined AdviceOne in 2007. After graduating from Post University with a degree in Business Management, she oversaw operations in the printing and mailing industry prior to coming to AdviceOne. Over the years, she has worn many hats at our firm, including hiring and personnel, compliance, and accounting. As she earned her Series 65 and…
Read MoreSteve Clarkson
I highly recommend working with the AdviceOne team early in your retirement planning. Their familiarity with the RTX compensation and benefits structure can help you make the most of your investment opportunities. The team’s planning process is straightforward, and they provide detailed, personalized guidance to help ensure your strategy supports your long-term financial goals.
Read MorePaul Kupfer
Neil Goldberg and Anita Roberts have provided us with expert retirement planning and guidance. Their extensive knowledge of the RTX Savings and Retirement system is very beneficial as well. We are extremely pleased with our relationship with the entire AdviceOne team and would highly recommend them.
Read MoreMark Citroni
The AdviceOne team understood our financial goals and interests and, over the years, through the relationships we have developed and the trust that has endured, enabled us to achieve financial independence and the freedom to enjoy the possibilities that freedom provides – not only for us but for our children.
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