For the fifth consecutive year, One Financial Services Principal and Co-founder, Jack Morrone, has been recognized by the prestigious Forbes ranking as a top wealth advisor in Pennsylvania.
Acknowledging the award, Jack offered thanks and credit to his “incredible, dedicated, One Financial Services team”. He said, “Their values and work ethic support the firm’s mission of providing excellent client service based on a relationship of trust”.
Julian Lopez, LPL’s executive vice president of “Independent Advisor Services Relationship Management said, “We extend our heartfelt congratulations to Jack for the well-deserved recognition from Forbes. This award highlights his dedicated efforts in guiding his clients towards financial success while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in supporting ambitious advisors like Jack, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide comprehensive service and experiences for their clients.”
LPL Financial LLC provides securities and advisory services offered through “LPL Financial”, a registered investment advisor and broker-dealer, member FINRA/SIPC. It is among the fastest growing wealth management firms in the U.S, providing a wide range of advisor affiliation services.
The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records, and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
According to R.J. Shook, senior advisor at Shook Research, the world's #1 Wealth Advisor research organization, “If we're going to recommend advisors to the public, we have to make sure every advisor is high quality. We ask ourselves: Would we recommend this advisor to a friend or family member?
Friends and family are key to the success of One Financial Services. Jack Morrone is often quoted as saying, “We think of our clients as family. It is my goal, and the team’s goal, to help guide our clients to a secure financial future”.
One Financial Services is always here whenever you wish to discuss current concerns, future plans, or new opportunities. Should your family or friends ever be looking for financial guidance, it would be our pleasure to help them, too.
Please contact us hereto begin your One Financial Services journey.
