Family Tree Financial
Financial Services - Eagle, Idaho, United States
Family Tree Financial Employees
Family Tree Financial Details
At our firm, we have the client—and only the client—in mind.Back in 2003 when Chris Eggleston entered the financial industry he was asked to come up with a mission statement. He came up with "I will never tell you to do what I wouldn't tell my own family." Fast-forward 18 years later and Chris has many families that have multiple generations with him as their advisor; a fact that Chris is tremendously proud of. As it turns out, if you do the right thing for people all the time, they send you their friends and family. Because of this, Chris's business has grown to the point where in July of 2021, he partnered with Stephen Schultz, who has been in the industry for 15 years. As Family Tree Financial, they continue to provide the same personalized attention to which their clients are accustomed, while now offering a broader line of products and services. In addition, Royal Alliance Associates, Inc. (RAA), their new broker-dealer, offers advanced technology solutions to increase efficiency and productivity. With better technology, deeper support, and streamlined operations, Chris and Stephen are equipped to provide the very best of service to all of their clients now and for future generations.Securities and Investment Advisory Services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not offer tax or legal advice. Please refer to www.royalalliance.com/disclosures for all disclosures.
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