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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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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