Home > Pennsylvania > Allentown Directory > Financial Consultants > One Financial Services

One Financial Services

Financial Consultant in Allentown

closed
Today 09:00 AM - 04:30 PM

1605 N Cedar Crest Blvd Suite 515 Allentown PA, 18104

(610) 437-3500

website

General Description

The passion exhibited by the members of the One Financial Services team has made the firm become a 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 pursue 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we may conduct business, please visit our website at www.onefinancialservices.com.

Business Hours

Sundayclosed
Monday09:00 AM04:30 PM
Tuesday09:00 AM04:30 PM
Wednesday09:00 AM04:30 PM
Thursday09:00 AM04:30 PM
Friday09:00 AM04:30 PM
Saturdayclosed

Location & Map


One Financial Services
1605 N Cedar Crest Blvd Suite 515
Allentown, PA 18104
(610) 437-3500
Driving Directions
(610) 437-5650

Magellan Financial, Inc.

1605 North Cedar Crest Boulevard Unit 111 Allentown PA
Financial Consultant
Call (610) 437-5650
(610) 841-3400

Quantum Financial Management

1605 N Cedar Crest Blvd 504 Allentown PA
Financial Consultant
Call (610) 841-3400
(610) 597-5701

Strategic Wealth Alliance

1605 N Cedar Crest Blvd 108 Allentown PA
Financial Consultant
Call (610) 597-5701
(610) 398-6504

Morgan Stanley Wealth Management

515 Hamilton St Allentown PA
Financial Consultant
Call (610) 398-6504
(484) 695-2365

Morgan Stanley & Co

1550 Pond Rd 202 Allentown PA
Stock Broker
Call (484) 695-2365
find more financial consultants nearby