OneTeam Financial, LLC: A One-Stop Shop for Financial Guidance and Retirement Planning

OneTeam Financial, LLC: A One-Stop Shop for Financial Guidance and Retirement Planning

Author: Shanna O’Mara

Recognizing a void in the financial services industry, three industry specialists from Colts Neck teamed up with a mission to truly help make a difference in the lives of those planning for retirement. CEO Dave Buckwald founded OneTeam Financial, LLC in July 2019 and brought in Managing Partners Drew Serzan and Greg Dillon to begin forming a group of advisors who could provide clients with a wealth of knowledge, ultimately fostering a sense of confidence as they move toward retirement. Together, OneTeam Financial’s advisors possess more than 150 years of experience managing client wealth in a wide variety of market environments.

“Drew and I worked together at another firm and shared a unique vision to start our own firm with a group of subject matter specialists focusing on the distribution phase of retirement,” Buckwald said. “We saw a big gap in the industry. There were a lot of people who managed money, a lot of people who did insurance, but there were few firms, if any, that really provided everything together in a one-stop shop. We saw a lot of people retiring that, frankly, were in a lot of trouble. We want to fundamentally help people and provide a roadmap to help them pursue their retirement goals.”

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