Lisa Jenkins

My husband and I have been clients for 6 years. We were looking for a fiduciary financial advisor to help with retirement planning and learned of AdviceOne through a trusted co-worker. AdviceOne provided much more than what we were originally looking for, including guidance on estate and document planning, focused educational seminars, as well as recommendations for other resources like updating wills. Their team provides a consistent advisor, personal attention, and comprehensive services that deliver significant value, making our financial lives so much easier.

Their focus on Pratt and Whitney means they understand our employer and the implications of our various programs that influence our retirement, like our 401(k) and pension programs. They are an impressively organized team that is always available to respond to questions and concerns.