Quality of Life. 
Peace of Mind. 
A Secure Future.

That's the Ellis Group Difference

"Having the ability to share tools with individuals that can improve their lives is a responsibility that we take seriously, and an opportunity we are grateful for everyday."

Our Professional Team

We’re proud to have a team of professionals with over 50 years of combined experience, and strong strategic alliances to support us so that we may serve our clients’ best interests. To learn more about our collective teams, click one of the items below.

"Our mission revolves around enhancing the quality of life for those that we serve."

What We Offer

Preserving and growing your financial wealth requires sound counsel and expertise through a variety of strategies, services and products. Our team here at Ellis Insurance & Financial Group helps our clients navigate these oftentimes tricky pieces of financial planning* through a comprehensive suite of services and products.

For Businesses

  • Succesion Planning
  • Executive Benefits
  • Employee Benefits
  • Key Person Insurance
  • Buy-Sell Planning
  • Deferred Compensation

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For Families

  • Retirement Planning
  • Wealth Strategies
  • Estate Planning
  • Asset Protection
  • Disability & Extended Care
  • Charitable Planning

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Investments*

  • Wealth Strategies
  • Investment Advisory
  • Financial Planning
  • Fund Advisory Program
  • Rep-Directed Programs

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Products

  • Life Insurance
  • Annuities
  • AARP Program

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*Financial Planning is offered through Gordon Ellis & Daryl Ellis' affiliation with Eagle Strategies LLC, a Registered Investment Adviser.

"Someone is sitting in the shade today, because someone planted a tree a long time ago."

Warren Buffett

Education

As a valued client with Ellis Insurance & Financial, you have access to wealth of educational and informational resources. Through our varied alliances, we can provide a wide suite of videos, market and industry news, calculators and helpful links. To access one of these resources, click a link below.

Video Library

Newsletters

Calculators

Helpful Links