About Us
At MD Ellis Financial & Insurance Services, we take pride in our strong ties to the local community. All of our principles have been residing in Simi Valley for a combined tenure of over 50 years, during which time they continue to participate, support and invest in the community. Additionally, the entire support staff at MD Ellis Financial lives in Simi Valley as well. Simi Valley is more than just a city for our organization - it is where we live, where we work, and where our children go to school. This city is our home, and we welcome you to experience the friendly and devoted service that our home at MD Ellis Financial can bring to you.
Our strategies, collaborations and solutions are spawned from advanced knowledge and professionalism, combined with our genuine loyalty to providing excellence. Our roots to the community make our commitment to excellence that much stronger, and we take much pride in having the opportunity to enable financial wellness and services to our clients, our neighbors.
Strategies
Our experienced professionals practice tax reduction strategies to help our clients minimize taxes through the use of comprehensive analysis, and the coordination of Estate, Business Investment, Tax-Exempt, Charitable and Legacy planning techniques.
Collaboration
The creation of a financial plan is a collaborated effort amongst the client's key advisors, typically being the CPA, attorney, insurance and investment professionals. If any inconsistencies may surface during the comprehensive planning process, they are addressed fittingly with a solutions-oriented approach."
Solutions
With the proper planning and strategies we provide to our clients, the loss of revenue can be avoided. The creation of a comprehensive financial plan by our wealth strategists is the single greatest decision you can make.
Please read our Disclaimer and Privacy Policy.