|
|
|
FORBES RECOGNIZES ONE FINANCIAL SERVICES AS A BEST-IN-STATE WEALTH MANAGEMENT TEAM
Allentown, Pennsylvania — February 2026– One Financial Services, an independent firm aligned with LPL Financial in Allentown, PA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Management Teams for their track record of success in the financial services industry. One Financial Services was recognized as the 133rd firm in Pennsylvania.
The annual list is compiled by Forbes with insights from SHOOK Research. Firms are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We extend our heartfelt congratulations to One Financial Services for the well-deserved recognition from Forbes,” said Peter Vincent, LPL’s executive vice president and head of field management. “This award highlights their dedicated efforts in guiding clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious firms like One Financial Services, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
One Financial Services has over 20 years of experience providing a full range of financial services in retirement, estate, special needs, education, and taxation planning for individuals, families and business owners.
The annual list is compiled by Forbes with insights from SHOOK Research. Firms are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We extend our heartfelt congratulations to One Financial Services for the well-deserved recognition from Forbes,” said Peter Vincent, LPL’s executive vice president and head of field management. “This award highlights their dedicated efforts in guiding clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious firms like One Financial Services, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
One Financial Services has over 20 years of experience providing a full range of financial services in retirement, estate, special needs, education, and taxation planning for individuals, families and business owners.
Ready for reliable and friendly service in a towing company? Combined with competitive rates? Call Force 1 Towing and Auto Body in Catasauqua at 610-266-6721