Tate Financial Group, LLC is a leading benefits consulting firm based in McKinney, Texas, with over 30 years of experience in helping employers select the right group insurance and benefits options for their employees. Founded by Darrell Tate in 1978, the company prides itself on its strong client relationships and personalized approach to business, offering customized insurance solutions, including medical, dental, vision, accident, cancer, short-term disability, long-term disability, life insurance, and long-term care insurance.
With a team of knowledgeable professionals, including Erica Tate Carver and Saundra Beaty, Tate Financial Group, LLC provides expert guidance in developing employee benefit plans for both large and small businesses. The firm's independent agency status allows them to work with top-rated carriers to design tailored benefit portfolios that attract and retain the best employees. Additionally, the company offers paperless management enrollment and access to HR professionals for a more comprehensive HR solution.
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