OneTeam Financial


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

Industries

Employees

11-50

Links


Org chart

Dave Buckwald
CEO & Founder
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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


Offices

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