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

That’s the Ellis Insurance & Financial
Group Difference

"Our mission is to enhance our clients’ quality of life. We help them stop worrying about the here and now so they can relax and focus on the future."

Daryl R. Ellis, CFP^®, CAP^®

"We give clients the benefit of knowing they have someone looking out for them—managing their finances, managing them—so they can accomplish everything they set out to do."

Daryl R. Ellis, CFP^®, CAP^®

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

• Succession 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

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP^® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Our Location

Ellis Insurance & Financial Group
8280 YMCA Plaza Drive, Building 1
Baton Rouge, LA 70810

Contact Us

Call Us: (225) 925-8312
Text Daryl: 225-777-8332
Toll Free: (877) 544-2213
Fax: (225) 928-7180

Daryl Ellis was recognized as a Best in State (Louisiana) Financial Security Professional by Forbes SHOOK in 2025. Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

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

That’s the Ellis Insurance & FinancialGroup Difference

"Our mission is to enhance our clients’ quality of life. We help them stop worrying about the here and now so they can relax and focus on the future."

Daryl R. Ellis, CFP®, CAP®

"We give clients the benefit of knowing they have someone looking out for them—managing their finances, managing them—so they can accomplish everything they set out to do."

Daryl R. Ellis, CFP®, CAP®

What We Offer

For Businesses

For Families

Investments*

Products

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

Warren Buffett

Our Location

Contact Us

That’s the Ellis Insurance & Financial
Group Difference

Daryl R. Ellis, CFP^®, CAP^®

Daryl R. Ellis, CFP^®, CAP^®

Investments^*