Who We Are
A Partner On Your
Life Journey.
Established in 2000, Iron Tree Financial has flourished under the umbrella of Cetera, allowing us to carve out our unique identity in the financial services industry. Many of our team members began their journey as clients, giving us a firsthand understanding of the client experience and a deep-seated commitment to service excellence.
Our Core Values
At Iron Tree Financial, honesty, creative planning, and a caring approach are the cornerstones of our philosophy. We pride ourselves on transparency and integrity, ensuring that every client interaction is grounded in trust. Our innovative solutions are tailored to meet the unique financial needs of each individual, reflecting our belief in thinking outside the box. Above all, we are dedicated to providing a positive, white-glove experience that places the client at the center of everything we do.
About Us
A Team That
Understands You
Our Mission
Our mission is to understand your needs, wants, and long-term goals, helping you develop, implement, and monitor a strategy tailored to your unique situation. We are committed to utilizing all our resources to help you pursue your financial goals, thinking outside the box, and challenging conventional wisdom to ensure your satisfaction.
Strategic Partnerships
We believe in the strength of collaboration and have established strategic partnerships to enhance our service offerings. These partnerships enable us to provide comprehensive financial solutions that address every aspect of your financial well-being.
Steve Polomaine
Client & Business Liaison
Ryan Eustace
Operations Coordinator
Samuel Kondracki
Media Coordinator
Maki Medici
Client Services Representative
