We appreciate your kind words Bill and El. We are honored every day to serve our clients!
关于我们
The passion exhibited by the members of the One Financial Services team has made the firm become a trusted source of objective advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives and ensure that they are cared for through financial planning, confidence in guidance, and provision of resources for every area of concern through our strategic partners. One Financial Services offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, education and taxation. We also facilitate referrals to life advisory services such as banking, mortgages, legal work and long term care with our strategic partners. When making referrals, we stay connected to the process and act as a sounding board as the client desires. We are 100 percent committed to helping you achieve your long-term financial and life goals. This means when you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, objective guidance and advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC www.sipc.org. For a list of states in which One Financial Services may conduct business, please visit our website at www.onefinancialservices.com. Third party posts on this profile do not reflect the view of LPL FInancial and have not been reviewed by LPL Financial for completeness or accuracy.
- 网站
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https://www.onefinancialservices.com
One Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Allentown，PA
- 类型
- 上市公司
- 创立
- 2004
- 领域
- Continuity Planning、Special Needs Planning、Retirement Planning、Estate Planning、Education Funding、Tax Services、Life Insurance和Disability Insurance
地点
One Financial Services员工
动态
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In commemoration of National Scholarship Month, One Financial Services announces its annual Kutztown U. military scholarship. https://buff.ly/411tbsF
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We are honored every year to participate in the holiday gifting the Miracle League of the Lehigh Valley coordinates for hundreds of children and young adults with special needs for their Holiday Party. If you're feeling motivated to support this initiative, they are still looking for elves to purchase items on the Amazon wish list to fulfill someone's holiday wish list! Follow this link to see the toy requests! https://buff.ly/3CCZBzn
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One Financial Services wishes to thank Ashley Lorah, Director of Client Relations, for her invaluable contributions to our firm. She has been a wonderful ambassador and advocate. She will be missed. Ashley’s last day with us is Friday, November 15. One Financial Services Principal and Co-founder, Jack Morrone, stated, “In the very short time since starting with us, in January 2023, Ashley has executed her role flawlessly and I couldn’t have asked for more”. The One Financial Services team congratulates Ashley and wishes her continued success as she enters into her new role.
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Today we honor and thank all those who have served in the military, whether in wartime or peacetime. #VeteransDay
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In Case You Missed It...Long Term Care Planning Brings Peace of Mind - 60% of the population will at one time need long-term care not covered by health insurance or Medicare. Your One Financial Services advisor can provide options. https://buff.ly/3ZT28PF
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Our team is delighted to have officially welcomed Mike Fransen to the team in late September as a Planning Assistant! Mike brings with him a combined six years of experience in the fields of public accounting and financial advising. He will be in our Bethlehem office primarily. Read more about him here: https://buff.ly/48BYM5Q
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