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.
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.