Business Profile:

Family Tree Financial Group

2220 County Road 210 W #108-506
JACKSONVILLE, FL 32259

Phone: 9046570896
Website: https://www.familytreefinancialgroup.com/

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.

What differentiates you from the competition?We have access to all of the big names in the industry without allegiance to any of them. We give our clients the same unbiased recommendations that we would give to our own family members! At Family Tree Financial Group we treat everyone as family!
What are your top selling services or products that your company offers?Services - Retirement Planning & Tax Planning. Products - Annuities (primarily) for use in retirement planning and creating guaranteed lifetime income streams!
If you had one message to get across to future customers, what would it be?We don't work for insurance companies or investment firms. We work for our clients and we don't charge a fee for our recommendations

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