Our team at Ellis Insurance & Financial Group helps clients navigate the complex journey of financial planning so they can improve their quality of life and peace of mind. We’re dedicated to preserving and growing our clients’ assets with sound counsel and expertise, and we use a comprehensive suite of services and products to serve their best interests. We’re proud to have an in-house team of professionals with over 50 years of combined experience, along with carefully chosen strategic alliances who support us in serving our clients.
Although we hold licenses in 20 states across the U.S., most of our clients are in and around the Baton Rouge area. We have extensive experience working with wealthy families, corporate executives, successful business owners, and hard-working professionals. No matter what industry or stage of their career, we love working with dedicated clients to maximize and protect what they’ve worked hard to earn. We’re committed to creating a customized plan for each client and helping them identify their big-picture goals and the concrete steps to achieve them.
Ellis Insurance and Financial Group, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Daryl Ellis is not licensed in all jurisdictions. Ellis Insurance and Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Daryl Ellis is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Daryl Ellis is an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
8280 YMCA Plaza Drive, Building 1
Baton Rouge, LA 70810
(225)-387-9300.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Ellis Insurance & Financial Group works for a financial advisor to manage their finances. They are tasked with wealth management services.
Ellis Insurance & Financial Group helps the company retain more of their end clients. As a result, the business is continuously improving. The vendor executes a smooth workflow by conducting meetings, phone calls, and emails and monitoring the project through a management platform.
BACKGROUND
Briefly describe what your company does and your role there.
I'm a Financial Adviser
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
Working with a company to make a better business
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
They do wealth management
How many people does your company work with?
10+
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Referred to me by a trusted source
Their company values are aligned with ours.
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
Have retained more clients and are doing better business
How does your team communicate with this service provider?
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform
Are there any areas for improvement or something this service provider could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-1 of
1 Reviews
Locations (1)
8280 YMCA Plaza Drive, Building 1Baton Rouge, LA,
United States70810
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