Client Testimonials

Client Experiences that Warm Our Hearts

We truly value the feedback we receive from our clients. It is incredibly important to us as it enables us to evaluate the success of our services and identify areas where we can further enhance their experience.

Our clients have had amazing experiences working with our team, and we are thrilled to share some of their kind words. These testimonials not only bring us immense joy, but they also serve as a constant reminder of the positive impact we have on our clients' lives. The motivation we derive from these testimonials fuels our determination to continue delivering exceptional services to each and every one of our clients.

One Mission, Serving You. One Purpose, Serving God.

"Danielle has been my advisor since early 2022 and has been the absolute best! She highly encourages younger people to start getting into financial planning, and my life has forever been changed since starting with her. From setting up a Roth IRA to budgeting, Danielle has helped with it all! Throughout our meetings, she has always explained every step to me in a way that is easy to comprehend (coming from someone who knows nothing of finance, this is a huge feat! I always learn something from her). She constantly shares her wealth of knowledge and is always learning and improving to better serve her clients. I have recommended her to any of my friends who are looking for financial advice who are now her clients as well! She takes care of you and makes sure you know how to take care of yourself in the process." 1

- Molly E.

"We cannot say enough good things about Resource One Advisors. They go above and beyond! Not only have they managed our money, but they've helped coordinate some complicated financial affairs too. Their dynamic team of financial professionals and support staff gives us peace of mind knowing someone is always available to help with our needs and inquiries. This is very important to us. Plus, they are never aggressive or pushy. They give us recommendations and advice, educating us along the way, so we are able to make sound decisions . . . and the final decisions are always ours to make. They give us the best service possible. In short, we feel safe and financially cared for with Resource One Advisors!" 2

- Ed & Nancy M.

"We were familiar with Resource One Advisors through family member experiences. Since my husband was nearing retirement, we met with Danielle and Isaac (Resource One Advisors) to discuss our financial goals. Danielle and Isaac bring a wealth of knowledge to the table, pose questions to determine investment risks, and provide numerous options. We knew immediately that we wanted to consolidate our retirement funds with Resource One Advisors. We met frequently until the rollovers were complete, and we continue to meet with Danielle and Issac to assess our portfolio annually. If we have any market concerns we reach out to Danielle and Isaac and receive timely responses. We follow the company on social media, and we value our relationship with this company. We are at ease with Resource One Advisors." 3

- Jackie & Steve H.

"I would highly recommend Resource One for anyone who is in need of financial planning advice. The president, John Brooks is a faith-filled man and that is reflected in how each of the firm’s clients is treated. It doesn’t matter if you have two hundred dollars or millions - you are valued as a client. My husband and I have worked primarily with Andrew and Austin who have always been kind, professional, and truly interested in doing what is best for us. They are very knowledgeable but can explain what they are doing in terms that we understand. They always respond to any questions we have in a very timely manner. We have recommended the company to several friends and our daughter and son-in-law. That is how much we trust them! I cannot say enough good things about Resource One. They are truly a reputable business that serve their clients very well." 4

- Mary Ann K.

"Like anyone else, my financial plan was important to me, especially as I became older. I was one of those that did an okay job in taking care of my financial plan. I went through a handful of different advisors, but most felt more like salesmen, and once on board, you almost felt like a burden. I was referred to the advisors at Resource One and set up a meeting. I was nearing retirement and a bit desperate, but assumed I was in for more of the same when it came to getting financial help. Resource One's office is located in a beautiful area in St. Albans, and due to the mix of that elegance and my simple portfolio, I expected to be even more overlooked than usual. Instead, I was met with a welcoming smile at the front desk as I entered, and the welcomed feeling never stopped as I proceeded. I met the owner, John Brooks, who could not have been kinder. I was expecting to sit down with him alone, but he brought me into his board room and practically the entire staff was there to meet with me. And I don't mean meet with me - Andrew, Isaac, Rob and John. They all stayed, and as a team, asked questions and went over my financial situation, helping me develop a long-term plan. As I left, I was highly impressed, but felt like that moment was too good to be true. I was wrong! Before I arrived home, I had already received a summary email of my plan and an invitation to return. It was so incredibly organized and timely, and clearly indicated they listened to me. Well, I have been returning a handful of times a year for numerous years now. The team continues to be as organized, thorough, available, and attentive to my situation as day one. I was truly amazed on day one and continue to be today by the way they do business. I told the team last time I was there that if every company ran their business like Resource One Advisors this world would be a much better place. They truly are a unique place, and I could not recommend this fine group of people more." 5

- George V.

"If I could recommend using Resource One as your financial advisors, first and foremost I would say I like working with them because they are very responsive to every question you may have. I also can not say enough about the reassurance I felt having them help me with preparing my PSRS forms and guiding me through the whole process. There was so much to understand with making my decisions on preparing these papers and they spelled it out for me so I understood what all of the information meant and how it would impact me financially. Having this partner guide me was priceless. It totally took all the pressure off me and I felt no stress going through the whole process. I enjoy our meetings where we meet face to face to go over my finances on a regular basis to make sure I am on track to meet my goals. Best decision I ever made was to partner with Resource One." 6

- Nancy P., Retired Educator

1: This statement is a testimonial by a client of the financial professional as of 07/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

2: This statement is a testimonial by a client of the financial professional as of 07/31/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

3: This statement is a testimonial by a client of the financial professional as of 07/31/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

4: This statement is a testimonial by a client of the financial professional as of 08/07/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

5: This statement is a testimonial by a client of the financial professional as of 10/16/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

6: This statement is a testimonial by a client of the financial professional as of 01/15/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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