02/10/2021
It has been a pleasure serving you as Cornerstone Business Services for the past 14 years. I am excited to share
with you that as of January 25th, I will be embarking on a new journey and merging my tax and accounting
practice with the team at One Financial Services. With my expanding practice and need for additional
administrative help and office space away from my home, this merger accomplishes these goals and more.
For nearly three decades, One Financial Services has been a valued source for premier financial services and
trusted wealth management as well as tax services in the Lehigh Valley. Led by Principal and Co-founder, Jack
Morrone, and Partner, Robert Pretopapa, the One Financial Services’ team demonstrates a passion for personal
service and offers financial strategies and advice delivered through personalized care and attention.
I have personally known Jack and Rob for over 20 years and have worked closely with them during this time. I
will be joining the team and assisting my colleagues, who also prepare tax returns, with tax preparation and tax
planning and other tax related matters. Jack and I are the tax leads and contacts.
One Financial Services is certified by LPL Financial, the nation’s largest independent broker-dealer, which
allows them to offer a truly independent financial guidance experience for their clients. Their team represents
decades of expertise in financial management and has attained the highest qualifications for financial
professionals. They offer a 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. I hope you will join me on
this new venture. Should you have any questions or concerns, please contact me via email at:
[email protected] or at 610-730-6235.
Again, it has been my absolute pleasure to work with you at Cornerstone Business Services and I look forward
to continuing to serve you in the future!