One Financial Services names Steven McLeod an oper

One Financial Services names Steven McLeod an operations coordinator


One Financial Services names Steven McLeod an operations coordinator
April 9, 2021
12:01 pm
South Whitehall Township, Lehigh County-based One Financial Services named Steven McLeod an operations coordinator. He will focus on tax-related matters pertaining to clients’ investments and savings goals. He is an enrolled agent, has more than two decades of tax and audit experience and specializes in complicated tax situations. Previously, he had his own tax and accounting practice. He has two bachelor’s degrees from Geneva College.


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