What makes One to One Financial Advisors different?
Guidance Focused on You™. Truly individualized solutions. Attentive care over time. We are a team
of seasoned financial and support professionals dedicated to helping you, as our client, to Build your
Success Story™, regardless of your current sophistication and comfort levels. With Guidance Focused
on You, high-level finance industry certifications and a vast array of resources to tap, we guide clients,
delivering individually-focused, flexible, impactful and comprehensive financial advice that addresses all
aspects of their changing needs.
"WHETHER YOU ARE PREPARING FOR A MILESTONE LIFE EVENT, SUCH AS RETIREMENT, THE SALE OF A BUSINESS, OR SIMPLY LOOKING FOR FINANCIAL PROTECTION FOR THE FUTURE, WE PROMISE TO OFFER RELIABLE ADVICE THAT CAN HELP ENSURE YOU GET ON COURSE TO ACHIEVING YOUR GOALS, AND REMAIN ON COURSE AS LIFE UNFOLDS."
Areas of specialization:
Starting from scratch, whether that means someone new to the workforce, or a client who has let his/her finances run themselves without any real direction
Combining detached elements (random accounts, dormant/inactive investments or money collecting in the bank, old employer plans) into focused, directed strategies
Working with employer plan sponsors to help increase the efficacy of or engagement with their current retirement savings plans through participant education and increased one-to-one interactions
Jeff's Success Story Philosophy: “Do right by people, treat them the way you would want to be treated and leave every interaction with the person across the table feeling better-educated and more prepared to attain whatever goal is being discussed. In the interest of full disclosure, I didn’t create this philosophy. It’s how I was raised.”
Areas of Specialization:
My clients often felt that their prior financial professionals seemed primarily interested in doing things that would elicit some sort of compensation. In me, those clients say that they have found a planner totally focused on their needs. As we build their Success Stories, we might discuss one specific financial matter and, in working through that primary concern, other needs surface and are addressed. My process is built around meeting the client’s needs, first, last and foremost.
Andrea’s Success Story Philosophy: I Put myself in my clients’ positions. This drives me to constantly deepen and improve my knowledge, array of offerings and my client relationships.