Customer Ratings and Reviews
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Gerald Frederick on Google
(August 13, 2020, 1:47 pm)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.
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Christine Algard on Google
(June 20, 2020, 6:45 pm)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!
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Harold Keech on Google
(June 6, 2020, 6:12 pm)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. -
Beth Wright on Google
(May 27, 2020, 8:12 pm)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. -
Sanaa Zaidi on Google
(May 26, 2020, 7:09 pm)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.
Photos of Family Tree Financial Group Inc
Photo by Charissa Keech (Show full size)
Questions & Answers
What is the phone number for Family Tree Financial Group Inc?
The phone number for Family Tree Financial Group Inc is (778) 294-0018.
Where is Family Tree Financial Group Inc located?
Family Tree Financial Group Inc is located at 2727 164 St, Surrey, BC V3Z 0E2, Canada
What is the internet address for Family Tree Financial Group Inc?
The website (URL) for Family Tree Financial Group Inc is: http://www.familytreefinancial.ca/contact
What days are Family Tree Financial Group Inc open?
Family Tree Financial Group Inc is open:
Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:9:00 AM – 12:00 PM
Sunday:Closed
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