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Ellis Insurance & Financial Group
金融服务
Baton Rouge，Louisiana 8 位关注者
Helping assure quality of life, peace of mind, and a secure financial future for businesses and families.
关于我们
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.
- 网站
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https://www.ellisfinancial.com
Ellis Insurance & Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Baton Rouge，Louisiana
- 类型
- 自有
- 创立
- 1995
地点
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主要
获取路线
8280 YMCA Plaza Dr
Building 1
US，Louisiana，Baton Rouge，70810
Ellis Insurance & Financial Group员工
动态
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#MondayMotivation: "Start where you are. Use what you have. Do what you can." Arthur Ashe
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#MondayMotivation: "The distance between insanity and genius is measured only by success." Bruce Feirstein
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#MondayMotivation: “Each tiny effort builds on the next, so that brick by brick, magnificent things can be created.” - Robin Sharma