Ellis Financial Group

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WHO WE SERVE Retired or Contemplating Retirement Women Investors Employer Benefits Business Owners and Executives Successful Family and Individuals Your Team Marvin O. Ellis Sr., ChFc, CLU Marvin T. Ellis Jr. Heather Flannery Melissa Ellis Jolyn Ellis Raymond James WHY CHOOSE US Our Distinction Our Philosophy Our Process Our Client Guarantees Planning For Retirement Planning For Social Security Business Planning Services A Retirement Lifestyle Plan CLIENT CENTER Economic & Market Videos Educational Videos The American Taxpayer Relief ACT of 2012 - Highlights Coping with Volatility Putting Market Volatility in Perspective Understanding the Unique Challenges Faced by Women Newsletters "The Compass" - Our Newsletter Investment Quarterly Small Business Dimensions Successful Women Financial Journeys Raymond James Market Analysis Equity Commentary and Research Bond Commentary and Research Weekly Commentary by Dr. Scott Brown Weekly Technical Commentary by Art Huprich Economic Commentary Investment Strategy Professionally Speaking Energy Stat of the Week Equity Research Additional Research Areas Market Numbers Resources Glossary of Investment Terms Budget and Saving Money Tips Long-Term Care Shoppers Guide CAPTAIN'S LOG

LIFE WELL PLANNED!

Giving Back

"Anytime you have an opportunity to make a difference in this world
and you don't do it, you are wasting your time on this earth."
— Roberto Clemente

We believe that a responsibility of success is to give back to your community. It's one of the principles our firm was founded on, and it's what drives our team to give — both professionally and personally.

Marv Sr's wife, LaRene and Marv Jr's mom, had been dealing with stage four breast cancer since 2008. She finally passed away June 2012. This has created an extra incentive to donate and volunteer with local charities and events which include:

Huntsman Cancer Foundation

Days of '47 Rodeo - Tough Enough to Wear Pink Night

Family Fun Day

The Living Planet Aquarium

Juvenile Diabetes Research Foundation

Our team is proud to work closely with local philanthropists in the community.

Discover the personalized approach that the Ellis Financial Group team can use to help you on the road to a Life Well Planned.

Give us a call:

Local: 801.295.7373
Toll Free: 888.995.7373
Email: contact us here

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