Dani Wrubel

Dani Wrubel, 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…

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Michele 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…

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Graham 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…

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Tony Papale

Dani Wrubel 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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