One Team Financial, LLC “OneTeam” is a premier financial planning firm in the tri-state area (NY, NJ, CT) providing holistic written retirement income plans for the baby boomer and senior marketplace focusing on the distribution phase of their lives.

We specialize in assisting clients to:

Maximize their income

Minimize their taxes

Protect their families

OneTeam is the trusted advisor to CPAs and attorneys on Social Security, taxes in retirement,
and conducting comprehensive insurance audits.

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