We appreciate your kind words Bill and El. We are honored every day to serve our clients!
About us
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.
- Website
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http://www.onefinancialservices.com
External link for One Financial Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Allentown, PA
- Type
- Public Company
- Founded
- 2004
- Specialties
- Continuity Planning, Special Needs Planning, Retirement Planning, Estate Planning, Education Funding, Tax Services, Life Insurance, and Disability Insurance
Locations
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Primary
Get directions
1605 N. Cedar Crest Blvd.
Suite 515
Allentown, PA 18104, US
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Get directions
3101 Emrick Blvd
Suite 217
Bethlehem, Pennsylvania 18020, US
Employees at One Financial Services
Updates
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Happy Birthday, Karen! Wishing you a day as wonderful and inspiring as you are! Your dedication, creativity, and teamwork make such a difference to all of us. We're lucky to have you on the team! Here's to a year filled with success, happiness, and everything you’ve been dreaming of. Enjoy your special day! 🥳
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Big changes to retirement contribution limits! Are you making the most of your savings opportunities? Find out what’s new and how it could impact your future. 👉 Read more: https://buff.ly/41cN6Vt
https://www.onefinancialservices.com/resource-center/retirement/new-retirement-contribution-limits
onefinancialservices.com
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Today is #GivingTuesday! A global day to celebrate kindness, generosity, and the power of giving back. Whether it’s donating to a cause, volunteering your time, or simply spreading positivity, every act of giving makes a difference. Let’s come together to create a ripple of good in our communities and beyond. How will you give back today?
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In commemoration of National Scholarship Month, One Financial Services announces its annual Kutztown U. military scholarship. https://buff.ly/411tbsF
One Financial Services to Offer Expanded College Scholarship Opportunity
onefinancialservices.com