Family Tree Financial Group

I highly recommend Family Tree Financial Group. Sherri is professional and easy to work with.

Loved working with this group, very informative and helpful. Would absolutely recommend them. 5 Stars

Sherri was extremely helpful & knowledgeable when assisting us with our Medicare coverages. She was able to find plans that suited both our needs and took all the stress out of it!

The distance was no problem at all with her in Florida and us in Maine. We worked it all out over the phone, email, & online meetings; she made it very easy & smooth.

We highly recommend having a discussion with Sherri about any of your healthcare needs. She is very patient and thorough when explaining your options, gives her recommendations and lets you make the decision with no pressure. THANK YOU SHERRI!!

Since most reviews are from clients/customers, I wanted to make sure I came to you as an Employee of this business. I do this in hopes that future Team Members see it, read it and understand how great the atmosphere is here in making your own decision.

When making the decision myself to work with Family Tree Financial Group, it was important to me that I (1) had a great connection with the Owners, Jeff & Dawn; as well as the rest of our Team, & (2) that I was able to offer a variety of product options to my current and future clients. I checked off BOTH boxes & then some! It is very much a Team atmosphere where we can call on each other for assistance for anything. I love that I am not tied down to only ONE company and its products; but rather I can really shop for the client and find what best suits each individual situation.

I hope that this helps someone to make their decision when they look into working with us here at Family Tree. Thank you Jeff & Dawn for the opportunity to work with you and our Team at FTFG!!

David is very knowledgable about financial investment solutions for small business owners. My favorite product he provided us was disability insurance based off of your specific career. It allows you to maintain the same level of income, even if you are qualified for a lower-paying job.