One Financial Services

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Description

  • 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.
  • location

    Headquarters:1605 North Cedar Crest Boulevard Suite 515, Allentown, Pennsylvania, United States

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  • One Financial Services phone

    Phone Number: +1 610-437-3500

  • One Financial Services website

    Website: https://www.onefinancialservices.com

  • One Financial Services employees

    Employees:18

  • One Financial Services revenue

    Revenue:$1 - 10M

  • One Financial Services legal name

    Legal Name:One Financial Services

  • One Financial Services's Social Media

    One Financial Services linkedin One Financial Services facebook One Financial Services twitter
  • done Is this data correct?
  • |  NAICS Code: 523930  |

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Person level website identification

Owner for One Financial Services

Chris Murillo

Owner

Person level website visitor identification

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View Employees

Chris Murillo

Owner

Mary Nothelfer

Cfp, Principal, Co-Founder

Chantal Harvey

Underwriting Manager

Wai Lau

Branch Manager

Mohan Soundararajan

Technology Operations Manager

Frequently Asked Questions regarding One Financial Services

  • Where are One Financial Services's Headquarters?

    One Financial Services's Headquarters are in 1605 North Cedar Crest Boulevard Suite 515,Allentown,Pennsylvania,United States

  • What is One Financial Services's phone number?

    One Financial Services's phone number is +1 610-437-3500

  • What is One Financial Services's official website?

    One Financial Services's official website is https://www.onefinancialservices.com

  • What is One Financial Services's Revenue?

    One Financial Services's revenue is $1 - 10M

  • What is One Financial Services's NAICS code?

    One Financial Services's NAICS code is 523930

  • How many employees are working in One Financial Services

    One Financial Services has 18 employees

  • What is One Financial Services's Industry?

    One Financial Services is in the industry of Financial Services

  • Who is One Financial Services's Owner?

    One Financial Services's Owner is Chris Murillo

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