One Financial Services

(on cedar crest blvd ste)
Financial and Investment Services in Allentown, PA
Financial and Investment Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1605 N Cedar Crest Blvd Ste 515
Allentown, PA
18104

About

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.

Photos

One Financial Services Photo One Financial Services Photo

Latest

Savings rates in the U.S. have historically been pretty low, but there are signs that's changing with the pandemic. Here's why—and how much savings to aim for. https://buff.ly/33uvExJ FORBES.COM How Much Should You Have In Savings? Many Are Learning The Hard Way
Understanding some of the most common assumptions about retirement may help you get closer to your goal. ONEFINANCIALSERVICES.COM Retirement Realities
Everyone has different theories and habits, but really how much of your paycheck should you save each month? BLOG.MINT.COM How Much of Your Paycheck Should You Save Each Month?
These days, you may take a big financial risk if you go without health insurance. Just a quick look at the current prices for medical procedures can be shocking. https://buff.ly/2RXTGu9
Happy Fall! 🍁🍂
A warranty makes sense for big-ticket purchases, but what about for a home? ONEFINANCIALSERVICES.COM Making Sense Of A Home Warranty
Are you concerned if the volatility of the stock market has impacted your ability to save for retirement? Partner and Financial Advisor of One Financial Services, Rob Pretopapa, discusses the long-term effects for both retirees and those saving for retirement in this video.
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in your future health care decisions. https://buff.ly/3m5pESf ONEFINANCIALSERVICES.COM The A, B, C, & D of Medicare
A big question for anyone approaching retirement: Stay in your empty nest or relocate? Either choice can have a big financial implications. Here is how to sort through them. https://buff.ly/3lXZMZh MSN.COM How to Use Home Equity in Retirement
We know that saving money can be a challenge but the secret to creating financial change is deciding to pay yourself first and then make it a habit. The sooner you begin, the more potential your savings may have to grow. ONEFINANCIALSERVICES.COM Pay Yourself First
October is National Financial Planning Month. If working with a financial advisor has been on your to-do list, now is the perfect time! Let us help you get started. https://buff.ly/34Qi8E4 ONEFINANCIALSERVICES.COM Process Driven Financial Planning Services | One Financial Services
How literate are you when it comes to your finances? Brush up with these five basics. ONEFINANCIALSERVICES.COM The Five Basics of Financial Literacy
How Medicare can address health care needs in your retirement strategy. ONEFINANCIALSERVICES.COM Why Medicare Should Be Part of Your Retirement Strategy
The end of the year is a good time to ask, “Are your affairs in order?” Do you know where your original will is to be found, and very importantly do your executor and your heirs know where to find this and other crucial documents?
Today is World Kindness Day! Let's celebrate it by completing a random act of kindness to brighten someone's day. #worldkindessday #makekindnessthenorm
Today we recognize and thank the many men and women who have served, and currently serve, in our country’s armed forces. We honor them for their service, sacrifice, and love of country! Thank you, Veterans! #VeteransDay
Are you concerned about carrying debt into retirement? Our Principal and Co-Founder, Jack Morrone, discusses debt and the issues you should consider before you retire with it in this video.
When planning for retirement, some of the best advice we can offer is to enter retirement as debt free as possible, especially from high-interest retail and credit card debt.
Here is an overview of last month’s market performance and a glance at the month ahead. ONEFINANCIALSERVICES.COM Monthly Market Insights | January 2021
Retirement income may come from a variety of sources. Here's an overview of the six main sources. ONEFINANCIALSERVICES.COM Where Will Your Retirement Money Come From?
February is Black History Month! This month, we celebrate the achievements and contributions of African Americans in U.S. history. Black History Month provides an opportunity to reflect on and honor the men and women who have helped shape our nation!
If you are past 50 and you worry that your retirement savings are insufficient, the best financial response may be to work longer. Even working part-time for a few more years could lessen the need to draw down your retirement money.
As a parent, you teach your children to dream big and believe in their ability to overcome any obstacle. By investing wisely, you can help tackle the financial obstacles of funding their higher education. https://buff.ly/3qHvBaq ONEFINANCIALSERVICES.COM Getting a Head Start on College Savings
Facing higher education costs without any savings can seem daunting, however, there are many loan options available for parents and students. Explore all the possibilities, then make a decision based on the repayment terms and how they will affect your specific financial situation.

Information

Company name
One Financial Services
Category
Financial and Investment Services

FAQs

  • What is the phone number for One Financial Services in Allentown PA?
    You can reach them at: 610-437-3500. It’s best to call One Financial Services during business hours.
  • What is the address for One Financial Services on cedar crest blvd ste in Allentown?
    One Financial Services is located at this address: 1605 N Cedar Crest Blvd Ste 515 Allentown, PA 18104.
  • What are One Financial Services(Allentown, PA) store hours?
    One Financial Services store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.