Lisa Webb
The expertise and guidance shown by Dani Francini and her Client Liaison team has provided us with a significant level of confidence that we are on the right track with our retirement planning and overall financial success. Prior to our relationship with AdviceOne, we did not have an adequate understanding of the complexity and nuances…
Read MoreDan Field
Dani Francini has a rare combination of technical expertise and interpersonal skills. She brings clarity to complex financial topics, communicates with patience and precision, and consistently tailors her guidance to our circumstances. What we value most about working with Dani is her reliability and follow-through. She approaches every conversation prepared, listens carefully, and always ensures…
Read MoreGlenn Markward
Dani Francini and her team are amazing – they are personable, professional, kind, patient, attentive, enthusiastic, and trustworthy. We have learned how to integrate our dreams with wealth management to ensure a comfortable retirement and financial legacy for our family. It has been a wonderful and collaborative experience with the entire AdviceOne team.
Read MoreBob Maciorowski
Since 2019, when I first decided to seek financial advice with AdviceOne, our time spent together has been very positive. The advisors are all very personable and knowledgeable about all my questions/concerns. The team is quick to respond to all my needs, which goes beyond just financial advising. I couldn’t be happier with our time…
Read MoreJohn Battye
AdviceOne provides outstanding financial guidance, actively managing their clients toward retirement in a confident and well-thought-out process. The staff who help guide the clients are some of the kindest and most effective human beings I have ever met!
Read MoreJim and Lori Greene
We love having AdviceOne manage our money and our retirement journey. AdviceOne has been pivotal in helping us attain that security and sense of calm even in the most unsettled market conditions. AdviceOne’s commitment to their clients’ financial wellbeing is unrivaled. Their staff is immensely talented, personable and always available.
Read MoreDoug Duke
The AdviceOne team has provided me with a clear view of strategies and progress towards my financial goals. I value their in-depth knowledge of the Pratt & Whitney systems. It’s reassuring to have both professional and personal relationships with my advisors.
Read MoreMike Cavaliere
We have worked with Dani Francini and the AdviceOne team for several years. Dani clearly explained the financial planning process and takes the time to review different scenarios and options available to enable us to make the best decisions.
Read MoreEd Otero
Because we knew several colleagues at Pratt & Whitney had been working with AdviceOne, we were comfortable meeting for retirement planning. I continue to be impressed with Dani Francini’s knowledge of RTX retirement tools and plan options.
Read MoreFrank and Kim Teodosio
Working with Dani Francini and AdviceOne brings a lot of peace of mind to the financial planning process. Having a team of resources available to answer questions, give advice, and plan actions to meet our long-term goals is invaluable. We are confident that our financial strategy will be sound through retirement and beyond.
Read More