One Financial Services

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1605 N Cedar Crest Blvd Ste 515, Allento...

Phone Number

(610) 437-3500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About One Financial Services

One Financial Services is a financial advisory firm based in Allentown, offering a comprehensive range of wealth management services including retirement planning, estate planning, investment management, tax planning, and insurance. The firm is dedicated to improving clients' quality of life through personalized financial strategies and advice. Affiliated with LPL Financial, One Financial Services provides independent financial guidance backed by a team with decades of experience. Their client-centric approach fosters strong relationships, making clients feel like part of the family.Explore more
One Financial Services's Social MediaPopular SearchesOne Financial ServicesIndependence One Investment Group IncOne Financial Services LLCIndependence One Financial Services IncIndependence One Capital Management CorpSIC Code 62,628NAICS Code 52,523Show more

One Financial Services Org Chart

PhoneEmail
NH
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Manager of Advisor Services

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NC
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Client Relationship Manager

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RS
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Wealth Advisor

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KH
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Senior Client Relationship Coordinator

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NG
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Client Relationship Coordinator

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ML
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Associate Director

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JH
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Associate Wealth Advisor

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NV
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Marine Underwriter

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MF
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Planning Assistant

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MM
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Associate Wealth Advisor

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Compare Similar Companies to One Financial Services

Compare insights from companies similar to One Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

One Financial Services

<$5M
11-50
Private
-
2004
NH
Nicole HinkleManager of Advisor Services
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2013
HH
Harry HorningPresident & CEO & Financial Advisor
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
2008
BB
Brandon BourqueCertified Financial Planner
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2010
BD
Blake DorvillierWealth Advisor
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

One Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

One Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about One Financial Services.

One Financial Services Tech Stack

A closer look at the technologies used by One Financial Services

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Frequently Asked Questions Regarding One Financial Services

What is One Financial Services's official website?
One Financial Services's official website is www.onefinancialservices.com
What is One Financial Services's Revenue?
One Financial Services's revenue is <$5 Million
What is One Financial Services's SIC code?
One Financial Services's SIC: 62,628
What is One Financial Services's NAICS code?
One Financial Services's NAICS: 52,523
How many employees does One Financial Services have?
One Financial Services has 11-50 employees
What industry does One Financial Services belong to?
One Financial Services is in the industry of: Finance, Securities Trading
What is One Financial Services competition?
One Financial Services top competitors include: Mastey Financial Group, Roussel and Associates, Copper Canyon Wealth Management, La Pointe Wealth Management
What technology does One Financial Services use?
Some of the popular technologies that One Financial Services uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact One Financial Services?
One Financial Services contact info: Phone number: (610) 437-3500 Website: www.onefinancialservices.com
What does One Financial Services do?

One Financial Services is a financial advisory firm based in Allentown, offering a comprehensive range of wealth management services including retirement planning, estate planning, investment management, tax planning, and insurance. The firm is dedicated to improving clients' quality of life through personalized financial strategies and advice. Aff... iliated with LPL Financial, One Financial Services provides independent financial guidance backed by a team with decades of experience. Their client-centric approach fosters strong relationships, making clients feel like part of the family.Read More

What are One Financial Services social media links?
One Financial Services Linkedin page One Financial Services Twitter page One Financial Services Facebook page
Is One Financial Services a public company?
One Financial Services is private company therefore does not currently have an official ticker symbol
See more information about One Financial Services

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