OneTeam Financial Revenue
Financial Services • 
Middletown, New Jersey, United States • 11-20 Employees
OneTeam Financial revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Key Contacts at OneTeam Financial
David T. Buckwald
Chief Executive Officer
Ash Ahluwalia
Managing Director
Danielle D'Angiolillo
Director Of Advanced Wealth Planning
Richard Thaddeus Lincoln
Managing Director, Private Client And Executive Life Insurance
Gina Ference
Managing Director, Partnership Development, Relationship Strategist, Executive Leadership Team
Joanna Raney
Director Of Operations
Company overview
| Headquarters | 331 Newman Springs Road, Bldg. 1, Suite 107, Red Bank, NJ 07701, US |
| Phone number | +157928781 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 11-20 |
| Socials |
OneTeam Financial Email Formats
OneTeam Financial uses 4 email formats. The most common is {first initial} (e.g., j@oneteamfinancial.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@oneteamfinancial.com | 57.1% |
{first name} | john@oneteamfinancial.com | 35.7% |
{first name}{last name} | johndoe@oneteamfinancial.com | 7.1% |
About OneTeam Financial
OneTeam Financial 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 specialists, the firm works with pre-retirees and retirees to develop a plan that can help maximize their wealth, minimize their taxes and expenses, create a lifetime income and protect families from avoidable financial pitfalls. We help people find money they may be losing unknowingly and unnecessarily and help bring it back into their family's lives. For more information about OneTeam Financial visit www.OneTeamFinancial.com. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. OneTeam Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License #0N05071
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
OneTeam Financial has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
OneTeam Financial has never raised funding before.
OneTeam Financial Tech Stack
Discover the technologies and tools that power OneTeam Financial's digital infrastructure, from frameworks to analytics platforms.
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