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ONE FINANCIAL SERVICES’ ADVISOR JACK MORRONE RECOGNIZED IN FORBES
AS A 2023 BEST-IN-STATE WEALTH ADVISOR
-- Named the No. 120 Advisor in Pennsylvania--
[Allentown, PA] — [April 18, 2023] – Emilio “Jack” Morrone of One Financial Services was recently ranked No. 120 in Pennsylvania in Forbes’ 2023 Best-In-State Wealth Advisors list.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I couldn’t be more honored to congratulate Jack Morrone for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Jack has become a leader in providing a high-quality experience for clients. As a top advisor in Pennsylvania, Jack continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Jack Morrone is based in the Lehigh Valley with offices in Allentown and Bethlehem and provides a full range of financial services, including retirement and financial planning, estate planning, education planning, and more.
Jack Morrone is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
When notified of the honor, Jack said he felt humbled to be named to this prestigious list alongside so many other accomplished advisors from across the Commonwealth. He stated, “I know this would not have been possible without the trust placed in me by my clients and the assistance of the outstanding One Financial Services team.”
Speaking of the level of commitment it has taken to reach this milestone, Jack said, “My sole focus is to provide my clients with the best possible advice in pursuit of their financial goals, and while doing so to provide that same focused leadership to the other One Financial Services advisors and team members.”
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About One Financial Services
One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation.
They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.
According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list.
“On behalf of LPL, I couldn’t be more honored to congratulate Jack Morrone for this distinguished industry recognition from Forbes,” said Julian Lopez, LPL executive vice president, Independent Advisor Services. “With more than 35 years in the financial service industry, Jack has become a leader in providing a high-quality experience for clients. As a top advisor in Pennsylvania, Jack continues to be laser-focused on making meaningful impacts on the lives of his clients.”
Jack Morrone is based in the Lehigh Valley with offices in Allentown and Bethlehem and provides a full range of financial services, including retirement and financial planning, estate planning, education planning, and more.
Jack Morrone is a financial professional affiliated with LPL Financial, a leading** retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
When notified of the honor, Jack said he felt humbled to be named to this prestigious list alongside so many other accomplished advisors from across the Commonwealth. He stated, “I know this would not have been possible without the trust placed in me by my clients and the assistance of the outstanding One Financial Services team.”
Speaking of the level of commitment it has taken to reach this milestone, Jack said, “My sole focus is to provide my clients with the best possible advice in pursuit of their financial goals, and while doing so to provide that same focused leadership to the other One Financial Services advisors and team members.”
###
About One Financial Services
One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their complete range of planning services in the areas of retirement, estate, special needs, education, and taxation.
They have offices in Allentown and Bethlehem, PA. Their Allentown office is located at 1605 N Cedar Crest Blvd., Suite 515. Their Bethlehem office is located at 3101 Emrick Blvd., Suite 217. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.
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