Family Tree Financial Group Inc

Excellent service and support from Charissa. She never missed a follow-up, was always very patient and helpful, and was very diligent in keeping me posted with the status of our work together.

Highly recommended! Professional, helpful, and friendly. Lloyd and Charissa both have a gift to clearly present a financial picture and options without pressure. I am a small business owner and I found valuable employee benefits. I also received extensive personal financial planning and feel peace about my family's financial future. Thank you Family Tree Group!

Charissa has a brilliant, personal, and warm personality. She embodies the very essence of complete trust and transparency. Every financial decision is carefully explained so that I fully understand it's purpose before we make any decisions. All of our decisions directly match the goals we set out together.

I recommend her to every person I meet who is ready to make good long-term investments. She has surpassed my expectations.

Charissa and Lloyd are approachable, professional, timely, and share vast industry knowledge.
I appreciate their experience during frequent portfolio updates and recommendations for customized results.

Great experience signing up with them! The policies were easy to understand and their rates were very reasonable. My agent was super friendly & understanding in terms of my decision making; I felt really welcomed to the Family Tree Financial family.