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J. Team Financial, Inc.

EST. AUM
$262,026,877

CONTACTS

CLIENT ACCOUNTS
1,205

Firm Details

Metro area Dallas
CRD Number 134104
Website teamfinancialstrategies.com
Client types

Overview

Team Financial Strategies, LLC (TFS) is a fee-only registered investment advisory firm headquartered in Abilene, Texas, with additional offices in Granbury and Flower Mound. Founded in April 2005 by Jody Team, the firm manages over $150 million in assets and employs eight professionals including four CFP® practitioners and a CPA. TFS is dedicated to helping clients remove financial stress from their lives and walking with them through their financial life cycles.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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