Ellis Insurance & Financial Group

Ellis Insurance & Financial Group Specializing in Retirement Planning for Successful Families & Businesses.

Our team at Ellis Insurance & Financial Group helps clients navigate the often-complicated journey of financial planning so they can improve their quality of life and have 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 take our responsibility a

s advisors seriously, and 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 effectively. 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 they’re in or where they are in their career, we love working with dedicated clients who are looking to maximize and protect what they’ve worked so hard to earn. We’re committed to creating a customized plan for each client, and helping them determine their big-picture goals and the concrete steps to achieve them.

06/22/2026

Monday Motivation: “Do or do not. There is no try.” — Yoda

06/21/2026
06/17/2026

If you’re planning to leave retirement assets for a loved one with special needs, learn why naming a special needs trust as beneficiary can help protect their benefits.

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs tru...

06/15/2026

Monday Motivation: “To fly, we have to have resistance.” — Maya Lin

Check out these 8 creativity tips for entrepreneurship. From carving out time to embracing failure to fuel your growth a...
06/10/2026

Check out these 8 creativity tips for entrepreneurship. From carving out time to embracing failure to fuel your growth and innovation. Click to read more…

by Raymond J. Keating – Creativity usually is defined as the use of imagination or original ideas, and more often than not it’s applied to the arts. To create means to bring something into existence. Make no mistake, though, creativity is essential to the art of entrepreneurship. Entrepreneurshi...

06/08/2026

Monday Motivation: “The way I see it, if you want the rainbow, you gotta put up with the rain.” — Dolly Parton

Are you aiming to retire in five years? Here’s a smart checklist to prepare your finances, Social Security strategy, spe...
06/03/2026

Are you aiming to retire in five years? Here’s a smart checklist to prepare your finances, Social Security strategy, spending plan, and portfolio—so you can enter retirement with confidence.

These steps can help you prepare for an approaching retirement.

06/01/2026

Monday Motivation: “If you don't paddle your own canoe, you don't move.” — Katharine Hepburn

This article shares expert-driven tips to teach teens financial literacy abilities that they can carry with them into th...
05/20/2026

This article shares expert-driven tips to teach teens financial literacy abilities that they can carry with them into their young adult years. Take a look…

Today's teens are growing up in an economy with a high cost of living, which has forced many parents to support their adult children after they leave their home. That's why we spoke to experts to learn how to teach teens financial literacy skills that they can carry with them into their young adult....

Address

8280 YMCA Plaza Drive, Building 1
Baton Rouge, LA
70810

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12257778332

Website

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