Overview

OneTeam Financial

Information by Research TrustFinance

https://www.oneteamfinancial.com/

OneTeam Financial, LLC is an independent, fee-only financial advisory firm that acts as a fiduciary for its clients. Founded by Scott H. Freund, the company focuses on providing comprehensive financial planning, investment management, and wealth management services. Their team-based approach aims to help individuals, families, and business owners achieve their long-term financial goals, with a particular emphasis on retirement planning, estate planning, and tax strategies. As a fiduciary, they are legally and ethically bound to act in their clients' best interests.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service