Greg Bond

I made the decision to have my 401(k) managed by a professional investment firm and AdviceOne came highly recommended by several colleagues. Tim Miller, backed by a dedicated staff of professionals, has done an outstanding job and has treated myself and my wife with the greatest of professionalism.

I truly respect the degree of transparency, genuine interest in our retirement goals, and investment philosophy, especially during downturns in the market. The firm regularly meets both in group settings and personally to communicate market conditions and adjustments in investment strategies. They navigated the Covid pandemic, both in terms of investing and in effectively communicating, despite the many challenges on both fronts. They come with my highest recommendation.