Patty Evans

AdviceOne came highly recommended from several colleagues. My 41-year career at Pratt & Whitney exposed me to world-class operating systems and AdviceOne’s breadth of knowledge stood out head and shoulders above the competition. They run every scenario you can possibly dream up to ensure you are well positioned. Our advisor Chuck Johnson spent many quality…

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Jim Apicello

I had talked with a number of colleagues who were clients of AdviceOne regarding their practice and the feedback received was always consistent and positive. The fact that most AdviceOne clients worked for United Technologies Corporation (now RTX), was a plus as AdviceOne was very familiar with how our corporate 401(k) worked. Do we trust…

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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…

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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…

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Bill Hastings

AdviceOne has provided expert retirement planning for us. They recommended a portfolio structure that provides lifetime income. The portfolio manages market and inflation risk with consideration to tax implications. The portfolio structure manages the income stream required to live comfortably. They always listen and tailor the plan to meet our individual needs and risk tolerance.…

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Brian Dwyer

We were introduced to AdviceOne in a retirement planning session that presented an understandable and fiscally sound strategy for managing assets into and through retirement. Their approach was simpler than others we had reviewed and allow us to customize our plan to meet our lifestyle and longer term goals. The tools available to us for…

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Tom Cap

AdviceOne’s approach to retirement asset management and understanding of the UTC world were important elements of my choice for an investment planning decision, but the clincher was the consistent, readily apparent professionalism and personal commitment of everyone from the folks that greet you in the lobby to my personal advisor to the team helping execute…

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Brian Carbone

Working with AdviceOne has given me the confidence that I will be able to retire comfortably. They have a very detailed planning process that takes into account expenses after retirement, including downturns in the market. Any questions or concerns you may have are fully addressed in a manner that makes sense, and addresses your current…

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Mark Aubuchon

My wife and I started AdviceOne about 5 years before I retired from Pratt & Whitney Engineering. She was well-versed with the RTX (UTC) benefits website and provided real-time assistance to me in making needed account allocations and transfers. Lorie also provided personalized advice that quickly got our affairs in order and on a solid…

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Shawn Gale

AdviceOne has done a great job working with us to create a retirement plan. They asked lots of questions to ensure they understood our goals. We were very impressed on how hands-on they were as we were filling out the final retirement forms from UTC. We look forward to our quarterly meetings to review our…

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