ONE FINANCIAL SERVICES ANNOUNCES SUZANNE WELLS AS CLIENT SERVICE SPECIALIST

 

Allentown, PA — Lehigh Valley based financial firm, One Financial Services, welcomes Suzanne Wells to their growing team. Suzanne joined the firm in April 2025 as the Client Service Specialist.

Suzanne has 32 years of experience in the education industry and working with people of a variety of ages which allows her to bring a unique perspective to the firm.  Her commitment to the team and the firm’s clients allows her to support an already dedicated team.

As the Client Service Specialist, Suzanne’s primary responsibilities are client hospitality, event planning, marketing and office support.

One Financial Services has a mission to help clients make informed life decisions that aim to positively impact the quality of their life and to plan for their financial independence. They offer financial strategies and advice delivered through personalized care and attention. The passion to help improve the quality of life of their clients motivates all their actions through their 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. Visit their website at www.onefinancialservices.com or call 610-437-3500 for more information.

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

Information provided to TVL by:
Christine McDonald