One Financial Services
The passion to help improve the quality of life for our clients stands behind all of our efforts to provide premier financial services. We are driven to make it easier for our clients to understand their financial status, needs and choices, and to positively impact the security of their financial independence. We do this so that our clients can spend their time focusing on the people and activities that bring joy, meaning and wonder to their lives. We do this because we have a passion for people.
Over a decade ago, Mary and Jack formed their own business while still aligned with another broker dealer. During that time, they had made the decision that they wanted their own place of business where they had the ability to design our own culture for our clients’ experience, and hence the name NothelferMorrone was born. In July of 2005, they had decided to resign from that broker/dealer and align themselves with LPL Financial. Eventually they recognized that the business name was not only complex, but did not adequately reflect their passion for the authentic and sincere interest they take in their clients’ affairs. For that reason, the firm changed its name to One Financial Services to show that we would like to be the one resource for our clients to work toward their financial and life goals.
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.
While advisors aligned with LPL Financial come from different backgrounds, they all have two things in common: they are back by a market leader and they 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: No matter where you are in life, whether it is just getting started or winding down a successful career, One Financial Services engaged you in an ongoing conversation about your needs, goals and objectives to create the life plan this is right for you.
A passion for providing independent advice: One Financial Services offers tailored strategies designed to address the unique needs of your life goals and financial growth.
Objective guidance and advice: With access to leading independent research, we can help you make informed, objective decisions.
Investment choice and flexibility: LPL Financial does not offer any proprietary products. Therefore, One Financial Services can help you choose unbiased investment products and strategies from many of the nation’s leading investment managers.
Convenient account access: You can manage your account online anytime from the convenience of any electronic device.
An independent investment partner: The advisors at One Financial Services more than likely live and work in your community.
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.