Our Firm
For nearly three decades, One Financial Services has been a valued source for premier financial services and trusted wealth management. Led by Principal and Co-founder, Jack Morrone, and Partner, Robert Pretopapa, the One Financial Services’ team demonstrates a passion for personal service. Through our affiliation with LPL Financial, we offer an integrated platform of proprietary technology and investment advisor services.
As a One Financial Services client you will…
- Be engaged in an ongoing conversation to create and constantly update a financial life-plan based on your needs, goals and objectives.
- Receive personalized strategies and objective advice based on leading sources of independent research, designed to help you make informed decisions and enhance your financial growth.
- Have convenient 24/7 account access: You can manage your account online as well as find valuable tools and information through our website from the convenience of any electronic device.
- Become a valued member of our One Financial Services’ family. We are your neighbors who live, work, and volunteer in your community.
At One Financial Services, we believe in your financial future, and we believe in empowering that future
through expert guidance and personal collaboration.