Patty Evans

AdviceOne came highly recommended from several colleagues. My 41-year career at Pratt & Whitney exposed me to world-class operating systems and AdviceOne’s breadth of knowledge stood out head and shoulders above the competition. They run every scenario you can possibly dream up to ensure you are well positioned. Our advisor Chuck Johnson spent many quality…

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Jim Apicello

I had talked with a number of colleagues who were clients of AdviceOne regarding their practice and the feedback received was always consistent and positive. 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. Do we trust…

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Paul Pandolfi

My wife Lynn and I have been clients of AdviceOne for over 10 years. Tim Miller and Chuck Johnson have been our advisors for that entire time which really gives us a sense of commitment and tremendous dedication from AdviceOne. Their personal attention goes way above and beyond what I could have ever expected. The…

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Chuck Johnson

Chuck Johnson, CFP® began his financial services career in 1989 at American Express Financial Advisors after earning his degree in Mechanical Engineering from UConn. When he first joined the financial services industry, he knew his analytical ability could be applied to help clients focus on the various ways to improve their current financial situations. He…

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