Family Tree Financial Group

Family Tree Financial Group is an independent financial advisory firm located in northeast Florida, serving the Jacksonville and St. Augustine surrounding areas, but we also have clients in many different states. As an independent agency, we are able to provide unique value to our clients. Since we do not work for any individual insurance carrier or investment firm, we are able to provide unbiased recommendations and personalized service At, Family Tree Financial Group, we work for you, our client – and additionally, we do not charge a fee for our recommendations.
At Family Tree Financial Group, we know that each individual client is unique and different, so are their needs, goals, risk tolerance, budget, and timelines.