OneTeam Financial
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OneTeam Financial, LLC is a financial planning firm located in the tri-state area that provides holistic retirement planning services for baby boomers and the senior marketplace. Through a collaborative approach with a team of specialized experts, the firm works with pre-retirees and retirees to dev... Read more
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Dave Buckwald
CEO & Founder
Dave Buckwald
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Andrew Serzan
Managing Partner, Private Client & Executive Life Insurance
Greg Dillon
Managing Partner, Wealth Management & Retirement Income Planning
Gina Ference
Managing Director, Business Development, Marketing & Client Relationship Management
Rich Gustafson
Retirement Income Planning & Medicare Specialist
Stephen Bene
Retirement Income Planning Annuity & Investment Specialist
Ronald J. Costello
Head of Employee and Executive Benefits
Ash Ahluwalia
Head of Social Security Planning
Steven L. Rich
Retirement Income Planning & Insurance Product Specialist
Jeffrey Costello
Founding Partner, Retirement Income Planning & Employee Benefits
Greg Shulman
Wealth Management & Retirement Income Planning Specialist
