Family Tree Financial Group - Jacksonville (FL)

5 /5 Susan Emanuel: We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

5 /5 Richard Norton: 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!!

5 /5 Stephanie Brinley: 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.

5 /5 Will: Kevin was able answer every single one of my dumb questions while making sure I got the best refund possible. Highly recommend anyone who wants to save a lot of money use his services. 10/10.

5 /5 RIchard Emanuel: We moved here from Mass. and at the time the stock market looked like it was head for a crash. We found Jeff and he was able to move my money into a mutual fund and that way I would be able to hold on to what I had. He is very easy to talk to and goes to bat for you right away. Well recently my wife passed on and I lost her ss so he worked with the people on the fund and was able to set up a monthly income from it. We had a real battle with the company over what seam to us as not important, but finally he won and I now have income from that fund. I am not sure where I would be if I had not met with Jeff. Thanks to him I will be able to stay the home I truly love.