Carlos Henriques
Carlos Henriques, CFP®, proudly serves as a Financial Advisor for AdviceOne Advisory Services, LLC, where he specializes in proper allocation of 401(k) savings plans and works extensively with executives, professionals and retirees of RTX. Carlos is a gifted public speaker, and his enjoyable workshops and webinars reflect his unique ability to take complex information and…
Read MoreSal Corsino
My wife and I highly recommend AdviceOne and Carlos Henriques for retirement planning. We value our relationship and talking about life goals and financial goals and discussing options within a clear and informed framework. We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team.…
Read MoreTodd Collins
The AdviceOne team has intimate familiarity working with RTX benefits which makes working with them efficient and rewarding. In addition to retirement financial planning, Carlos Henriques and the team have assisted us with estate planning, insurance, and tax planning. A year later, we now have a structured plan for investing and managing our retirement assets…
Read MorePete Canga
My experience over the last 10 years with Carlos Henriques and AdviceOne has been extremely positive. Everyone I have interfaced with has been professional, friendly, knowledgeable and efficient. The firm’s extensive knowledge of the United Technologies financial benefit systems (pensions, 401(k), stock options and RIF packages) has been truly impressive and really helpful. My house…
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