Family Tree Financial Group
- Industry: Insurance
Business Size: 5-10
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About Family Tree Financial GroupFamily Tree Financial Group is an award-winning financial advisory firm. We have clients throughout Florida and many other states. No matter where you are, we can help you. As an independent agency, we provide unique value to our clients: Since we don’t work for individual insurance carriers or investment firms, we can provide unbiased recommendations and personalized service. At Family Tree Financial Group, we answer to our client not shareholders. Additionally, we do not charge a fee for our recommendations.
We know that each client is different, as are their needs, goals, risk tolerance, budget, and timelines. Our team has been doing this for a long time and are excellent at what they do.
What differentiates you from the competition?Our entire structure is unique - No fees for our recommendations, almost 100 carriers for us to choose from, independent firm, unique product offering to help solve major problems/concerns, relationship oriented (not transaction oriented)
What are your top selling services or products that your company offers?the strategy behind how the product is used is what is unique
If you had one message to get across to future customers, what would it be?Reach out to us as soon as possible. Time is often more effective in planning than Money!
What is the biggest marketing challenge that you will face in the upcoming year?The same as most, I imagine. Meeting with enough qualified candidates,
Disclaimer: The information contained in this Business Profile, including any external links, is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness or timeliness. The Horse’s Mouth does not verify business information provided and assumes no responsibility or liability for its accuracy. The Horse’s Mouth does not endorse any business listed in this directory.
