One Financial Services
Financial Services • 
South Whitehall, Pennsylvania, United States • 21-50 Employees
Company overview
| Headquarters | 1605 N. Cedar Crest Blvd., Suite 515, Allentown, PA 18104, US |
| Phone number | +16104373500 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Disability Insurance, Tax Services, Special Needs Planning, Retirement Planning, Life Insurance, Estate Planning, Education Funding, Continuity Planning |
| Founded | 2004 |
| Employees | 21-50 |
| Socials |
Key Contact at One Financial Services
Chris Murillo
Owner
One Financial Services Email Formats
One Financial Services uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@onefinancialservices.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@onefinancialservices.com | 100% |
About One Financial Services
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. The financial professionals associated with One Financial services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 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.
One Financial Services revenue & valuation
| Annual revenue | $5,385,383 |
| Revenue per employee | $245,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
One Financial Services has 15 employees across 5 departments.
Departments
Number of employees
Funding Data
One Financial Services has never raised funding before.
One Financial Services Tech Stack
Discover the technologies and tools that power One Financial Services's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Türkiye
United Kingdom
Pakistan
India
Canada
Frequently asked questions
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