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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

One Financial Services

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United States
Allentown, PA
One Financial Services

Everyone's story is different, but you can come to ONE place for assistance with your financial needs

The passion exhibited by the members of the One Financial Services team has made the firm become a source of personalized advice for accumulating and managing personal wealth. We also focus on enhancing all aspects of our clients’ lives. We strive to care for our clients through financial planning, confidence in guidance, and provision of resources for every area of concern. One Financial Services

offers financial strategies and advice delivered through personalized care while offering planning services in the areas of retirement, estate, special needs, and education. When you invest with One Financial Services, you can benefit from an all inclusive approach to life planning, a passion for providing independent advice, investment choice and flexibility, convenient account access, and the opportunity to work with an independent investment partner. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/01/2026

After an incredible career spanning decades of service, leadership, and unwavering dedication, we’re proud to celebrate Bob Livingston as he steps into retirement.

From serving our country as a U.S. Navy Captain to guiding clients with care, Bob has built a legacy rooted in trust and meaningful relationships.

As Bob and his wife Carol look ahead to new adventures (including cross-country travels and time under the stars), we thank him for the mark he’s made on our OFS team and the lives he’s touched.

Wishing you a well-deserved, fulfilling retirement, Bob.

👉 Read more about Bob’s journey and legacy: https://www.onefinancialservices.com/blog/celebrating-the-career-of-bob-livingston

05/31/2026

🎉 Happy Birthday, Nicole! 🎂

Nicole’s dedication to supporting both our clients and team makes a real difference each day.

We’re grateful for all that she does and the care she brings to her role. Please join us in wishing Nicole a very happy birthday and a year ahead filled with success and happiness!

05/29/2026

Grad school brings additional funding options

05/27/2026

Each week brings new data and new trends. LPL’s Weekly Market Commentary offers perspective on what’s happening - and what it could mean going forward.

Here is this week’s report: https://www.onefinancialservices.com/weekly-market-commentary

05/25/2026

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Please note: Financial markets and our office will be closed in observance of Memorial Day. We’ll resume regular hours tomorrow.

05/24/2026

🎉 Happy Birthday, Rob!

Today we’re celebrating Rob Pretopapa, whose commitment to clients and thoughtful approach to financial planning make a real impact every day. Rob is known for his professionalism, attention to detail, and genuine care for the people he works with.

We’re grateful for the insight and positivity Rob brings to our team and our clients. Please join us in wishing him a very happy birthday and continued success in the year ahead!

05/22/2026

Nearly 9 in 10 American retirees receive a Social Security check each month—but how many actually rely on it to live is a much harder question, with answers that vary widely depending on how it’s measured.

05/21/2026

College costs may feel far off - but smart planning starts sooner than you think. On 529 College Savings Day, use this 529 Savings Plan Preparation Checklist to outline the essential steps to help you stay organized, informed, and flexible as goals evolve.

🎓 Take a look at the checklist to help keep your college savings on track.

05/20/2026

If you’re an investor, it’s important to stay up to date on the latest economic and market updates. Find the latest trends and data on this week’s edition of the Weekly Market Commentary: https://www.onefinancialservices.com/weekly-market-commentary

05/18/2026

Giving back has always been a core part of who we are at One Financial Services.

Whether it’s volunteering our time, supporting local nonprofits, or contributing to causes close to our team’s hearts, we’re committed to strengthening the communities around us.

We recently launched a new page highlighting the incredible organizations we support - and the impact they’re making every day.

Check it out here: https://www.onefinancialservices.com/giving-back-to-our-community

Together, we can make a difference.

Address

1605 N Cedar Crest Boulevard, Ste 515
Allentown, PA
18104

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

http://www.onefinancialservices.com/

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