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 benefit from AdviceOne that I really believe is what convinced us to go with them from day 1 was the life plan that they build along with you. It very clearly lays out what type of financial situation you will be in from an income and spending perspective for the short- and long-term. But there are many services and deliverables that are provided that really make for a comforting experience – especially during times of uncertainty in the market.

Over the years I have sent several of my peers within the Digital Organization at PWA to AdviceOne. I do this because I firmly believe AdviceOne has the client-first mindset and ALWAYS strives to simplify the entire financial planning service for them.

I could not be happier with the service provided by AdviceOne – I rely on them for my entire financial well-being!