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 develop a plan for the future that can help maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls.

Finance

OneTeam Financial

Dave Buckwald

Jeffrey Costello

Greg Dillon

Andrew Serzan

Susan Maugeri

The Leadership Team at OneTeam Financial orchestrates the firm's strategic vision and operational excellence to empower clients in achieving their retirement goals. Composed of seasoned experts in financial planning, wealth management, and client relations, the team collaborates to innovate services, enhance client experiences, and drive growth while ensuring adherence to industry standards and ethical practices. Their collective expertise enables OneTeam Financial to effectively address the unique needs of baby boomers and seniors in the financial landscape.

Leadership Team

The Retirement Income Planning Team at OneTeam Financial specializes in crafting comprehensive retirement strategies tailored for baby boomers and seniors. This team's expertise spans wealth management, insurance products, Medicare, annuities, and employee benefits. Their collaborative approach ensures clients can maximize their wealth, minimize taxes and expenses, secure a lifetime income, and safeguard against financial pitfalls.

OneTeam Financial

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Teams

Leadership Team

Retirement Income Planning Team

Offices

OneTeam Financial

Org chart

Teams

Leadership Team

Retirement Income Planning Team

Offices

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