OneTeam Financial
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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC.
05/01/2026
Clients don’t just benefit from experience; they benefit from continuity.
Father-and-son team Greg Shulman, CFP®, and Grant Shulman, BPC, discuss what it’s like to work side by side and how that shared foundation strengthens the way clients are cared for across generations.
▶️ Watch the full conversation on YouTube → https://bit.ly/4u8xopX
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331 Newman Spring Road, Building 1
Cranford, NJ
07701
