Mike Cavaliere
We have worked with Dani Francini and the AdviceOne team for several years. Dani clearly explained the financial planning process and takes the time to review different scenarios and options available to enable us to make the best decisions.
Read MoreBonnie Sherry
AdviceOne had the expertise in financial planning that my husband and I needed to put us on track to develop a retirement plan. Dani Francini and the AdviceOne team are very professional, providing clear and concise explanations and recommendations. We are confident they will continue to act in our best interests, making recommendations that will…
Read MoreDani Francini
Dani Francini, CFP® began her career at AdviceOne in 2017 in the Advisor-in-Training program soon after graduating from UConn with a double major in Political Science and Economics. During her time at UConn, she was a part of many teams and clubs, including two years on the Women’s Rowing team, four years as a DJ…
Read MoreLisa Webb
We have been clients of AdviceOne since 2021 and are very impressed with the knowledge, professionalism, and friendliness of their entire team. The expertise and guidance shown by Dani Francini and her Client Liaison team has provided us with a significant level of confidence that we are on the right track with our retirement planning…
Read MoreMichele Burnat
I switched to AdviceOne over 17 years ago. I was a conservative investor and needed some hand-holding to increase my overall financial knowledge. AdviceOne’s dual approach to educating and fielding client questions in a Retirement Empowerment Workshop and personal meeting structure was just the reassurance I needed to grow in confidence. I’ve had the privilege…
Read MoreGraham Webb
Upon the recommendations of many of my colleagues at Pratt & Whitney, my wife and I made the decision to meet with AdviceOne for professional management of our finances and retirement plan. Now having been with AdviceOne for over 8 years, I continue to find this was the best financial decision I have ever made…
Read MoreTony Papale
Dani Francini helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means. She has guided us on the steps we needed to take over the…
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