Client Testimonials

     “AdviceOne has allowed us to make the big decisions with confidence. They explained  retirement planning concepts well, listened to our goals as we developed our retirement plan, and have been with us through all the detailed steps to execute our plan.
     The entire staff is over-the-top responsive and friendly. Their familiarity with Pratt & Whitney’s retirement plans is a big plus. Simply put, AdviceOne makes financial planning for retirement easy.”

- Bob, Malecki, retired, Engineering, Pratt & Whitney

     “We started working with AdviceOne about 10 years before our anticipated retirement date. We were on-board with the philosophy presented at the Retirement  Empowerment workshop. The simplicity and logic of the approach appealed to our engineering mindset. Since that time, we have received expert advice and support that enabled us retire with confidence several years earlier than we had planned"

- Stacy Malecki, retired Executive, Engineering, Pratt & Whitney

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     "We were introduced to AdviceOne in a Retirement Empowerment workshop 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 managing assets and estate planning have gone beyond our expectations.
     Client support from the AdviceOne team has been exceptional both in response to our inquiries, but more importantly, proactively from their team as market conditions have changed. We feel confident this team will be behind us for many years!"

- Brian Dwyer, Commercial HVAC, Carrier

     "Carlos 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, they always meet me where I am, literally and figuratively. At age 46, I’ve already achieved several retirement goals, enabling me to start executing my “what’s next” instead of dreaming about it."

- Christina Ostergard, Executive, Enterprise Operations, Collins Aerospace

     "My experience over the last 10 years with Carlos Henriques and AdviceOne has been extremely positive. Everyone I have interfaced with has been professional, friendly, knowledgeable and efficient. The firm’s extensive knowledge of the United Technologies financial benefit systems (pensions, 401(k), stock options and RIF packages) has been truly impressive and really helpful. My house went underwater during Hurricane Harvey and Carlos was right there to guide me financially to get back on track. I always recommend them to my colleagues at RTX."

- Pete Canga, retired, Collins Aerospace

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     "Tim Miller and the AdviceOne team have provided me invaluable financial planning advice and have helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, the first thing I do is reach out to Tim and the team."

- Tyler Tom, Executive, Digital Technolgy, Raytheon Technologies

     "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 financial plan and help assure that we are on track. They are very patient and always keep the client’s needs as their top priority."

- Shawn Gale, retired Executive, UTRC law, RTRC