Andrea Ewald
We have been with Tim Miller at AdviceOne since 2016. Our experience with Tim has been extremely positive. He takes the time to understand our needs and long-term goals and has developed a strategy that will help us meet those goals. It is extremely helpful that Tim understands the RTX retirement system and is able…
Read MoreAndy Brindisi
We have had Carlos Henriques as our advisor since we started working with AdviceOne in 2014. I had not touched my 401(k) since I left UTC in September 2008. Immediately, Carlos helped us to develop a strategy to increase retirement funds yield and decrease retirement fund tax exposure. We consistently review how much of my…
Read MorePaul Trotochaud V2
Trust. It is a single word that led us to select and commit our livelihood to a professional team that manages our investments and helps us navigate our financial plan. My wife and I have met many of AdviceOne’s employees, and they provide all that is expected from a large enterprise with resources, but with…
Read MoreChristina Ostergard
Carlos Henriques and AdviceOne have fundamental knowledge and expertise around our RTX benefits that enable them to recommend a very structured and proven approach to retirement investing. What sets Carlos and his team apart from other experts is that they offer a personalized experience adapting to my changing needs. Whether life goals or schedule constraints,…
Read MoreTodd Collins V2
The AdviceOne team has intimate familiarity working with RTX benefits, which makes working with them efficient and rewarding. In addition to retirement financial planning, Carlos Henriques and the team have assisted us with estate planning, insurance, and tax planning. A year later, we now have a structured plan for investing and managing our retirement assets,…
Read MoreJim 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…
Read MorePaul 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…
Read MoreLisa 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…
Read MorePatty 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…
Read MoreBill 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.…
Read More