Tate Financial Group

Insurance · Texas, United States · 11-50 Employees

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Overview

Headquarters

2111 Eldorado Pkwy Ste 100, Mc Kinney, T...

Phone Number

(972) 529-3888

Revenue

$5.7 Million

Industry

Insurance Business Services Human Resources Management Systems (HRMS)
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Tate Financial Group

Tate Financial Group, LLC specializes in benefits consulting, leveraging decades of experience to assist employers in selecting appropriate group insurance and benefits options for their employees. The firm offers a range of services including customized medical benefit plans, insurance solutions, and paperless management and enrollment options. Their target clients include business owners of both large and small companies seeking to attract and retain top talent through tailored employee benefit portfolios. Founded by Darrell Tate in 1978, the company emphasizes strong client relationships and personalized service.Explore more
Tate Financial Group's Social MediaPopular SearchesTate Financial Group LLCTate Financial GroupTate Planning GroupSIC Code 64,641NAICS Code 52,524Show more

Tate Financial Group Org Chart

PhoneEmail
LC
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Office Manager

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Compare insights from companies similar to Tate Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tate Financial Group

$5.7M
11-50
Private
-
2010
LC
LeAndra ChildsOffice Manager
<$5M
1-10
Private
-
2004
CM
Carol MatejaEmployee Benefits
<$5M
1-10
Private
-
1981
Don Valenzano, President at Valenzano Insurance Services
Don ValenzanoPresident
<$5M
1-10
Private
-
1999
DH
David HatchCo- Health Insurance Owner & Specialist
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Tate Financial Group is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Tate Financial Group is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Tate Financial Group.

Tate Financial Group Tech Stack

A closer look at the technologies used by Tate Financial Group

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Frequently Asked Questions Regarding Tate Financial Group

What is Tate Financial Group's official website?
Tate Financial Group's official website is www.tatefinancialgroup.com
What is Tate Financial Group's Revenue?
Tate Financial Group's revenue is $5.7 Million
What is Tate Financial Group's SIC code?
Tate Financial Group's SIC: 64,641
What is Tate Financial Group's NAICS code?
Tate Financial Group's NAICS: 52,524
How many employees does Tate Financial Group have?
Tate Financial Group has 11-50 employees
What industry does Tate Financial Group belong to?
Tate Financial Group is in the industry of: Insurance, Business Services, Human Resources Management Systems (HRMS)
What is Tate Financial Group competition?
Tate Financial Group top competitors include: Valenzano Insurance Services, Healthfirm Benefits, Kaatirondack Benefit Planning, Healthplansny
What technology does Tate Financial Group use?
Some of the popular technologies that Tate Financial Group uses are: GoCentral, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Tate Financial Group?
Tate Financial Group contact info: Phone number: (972) 529-3888 Website: www.tatefinancialgroup.com
What does Tate Financial Group do?

Tate Financial Group, LLC specializes in benefits consulting, leveraging decades of experience to assist employers in selecting appropriate group insurance and benefits options for their employees. The firm offers a range of services including customized medical benefit plans, insurance solutions, and paperless management and enrollment options. Th... eir target clients include business owners of both large and small companies seeking to attract and retain top talent through tailored employee benefit portfolios. Founded by Darrell Tate in 1978, the company emphasizes strong client relationships and personalized service.Read More

What are Tate Financial Group social media links?
Tate Financial Group Linkedin page
Is Tate Financial Group a public company?
Tate Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Tate Financial Group

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