Tate Financial Group, LLC
Tate Financial Group, LLC
Tate Financial Group, LLC offers benefits consulting and brings an in-depth knowledge and decades of experience to help employers select the right group insurance and benefits options for their employees.
Darrell Tate founded Tate Financial Group, LLC in 1978. The values and principles that he instilled are still alive today with the approach we take to business. Darrell is a 1972 graduate of Texas A&M University and has proudly held his CFP since 1994. Mr. Tate has been in the financial services industry for more than 30 years. He has been a member of Texas Leaders Round Table- Grand Council, North Texas Estate Planning Council, National Association of Financial Planners among many others. He has been President of the McKinney Independent School District Board of Trustees and Board Member of the McKinney Chamber of Commerce. He created an environment that emphasizes client relationships. Our approach is based on these relationships. These relationships with our clients allow us to serve their specific needs
Erica has been with Tate Financial Group, LLC since 2003.
She is a 1997 graduate of Texas A&M University.
Erica has extensive training and experience in developing employee benefit plans for large and small companies. In her spare time she enjoys gardening and spending time with her husband John, daughter Caroline and the family dog, Moose
We have partenered with Saundra for more than 30 years. She holds a CLU certification and is our resident expert for individual health insurance and Medicare supplement plans.
LeAndra has been with Tate Financial Group, LLC since 2019. LeAndra has an extensive background in customer service. She believes in helping clients have the best possible experience working with Tate Financial Group, LLC. LeAndra is the firm's Office Manager. She lives in McKinney with her husband.
We work with owners of businesses both large and small to help them create a medical benefit plan that will attract and retain the best employees. We are an independent agency, which means, we are able to work with any of the A rated carriers to design an employee benefit portfolio that is tailored to each unique employer.
Customized policies to provide maximum savings.
Full insured medical
Self funded medical
Short Term Disability
Long Term Disability
Long Term Care Insurance
We offer this option for groups who prefer it. We will customize it to meet your needs.
We are in contact with some of the best HR professionals in the region and will help set you up with the best HR option for you. Working with a consultant for a more comprehensive HR solution.
We love our customers, so feel free to visit during normal business hours.
We are located at
2111 Eldorado Parkway, Suite 100
McKinney, Texas 75070
09:30 am – 04:30 pm