Company Overview
- Headquarters
- 1605 N Cedar Crest Blvd. Suite 515, Allentown PA
- Website
- onefinancialservices.com
- Phone
- (610) 437-3500
- Employees
- 28
- Founded in
- 2004
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5223 CompaniesNAICS Code 522320 CompaniesNAICS Code 52 CompaniesNAICS Code 52232 CompaniesNAICS Code 522 Companies
- SIC Code
-
SIC Code 738 CompaniesSIC Code 73 Companies
Financials & Stats
Revenue
$1B
Who is One Financial Services
One Financial Services, located in Allentown, Pennsylvania, is a firm dedicated to providing personalized financial guidance and strategies. They are employee-owned with 28 employees. One Financial Services offers a comprehensive suite of financial planning services, covering retirement, estate, special needs, education, and taxation. They tailor their approach to meet each client's unique needs and goals. Additionally, they provide referrals to partner firms specializing in banking, mortgages, legal matters, and long-term care, acting as a liaison throughout the process. Setting them apart, One Financial Services emphasizes independent advice, objective guidance, and flexibility in investment choices. Clients benefit from convenient account access and the opportunity to work collaboratively with a dedicated investment partner. To learn more about One Financial Services, you can visit their website at www.onefinancialservices.com.
One Financial Services Industry Tags
One Financial Services Tech Stack
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