FOUNDATIONAL FAMILY FINANCE

At Ellsworth Financial, we're dedicated to helping you achieve your financial goals and secure your future. With years of experience and a team of dedicated financial professionals, we're here to provide you with expert guidance and tailored solutions for your unique financial needs.

Our Services

Life Insurance

Principal-protected living & death benefits in equity-indexed accounts.

Annuities

High-bonus lump-sum products to secure long-term retirement funds.

Managed Assets

Stocks, bonds, ETFs, & custom notes in balanced portfolios.

Estate Planning

Wills, trusts, property, copyright, trademark, & personal archives.

All the tools you need to grow in one place.

Online Reviews

Automate your online reviews with a few simple clicks & respond to reviews in 1 place

Messaging

Manage your messages with a single inbox for text, Facebook messages, Google messages, and more.

Webchat

Convert more website visitors into leads & sales conversations with Webchat.

Payments

Easy text 2 pay client invoicing. Simplify your client invoicing & get paid faster.

Missed Call Text Back

When you're away, have Ellsworth Financial follow up via text so you never lose another customer

CRM

Grow your audience & know where

new leads are coming from

Online Reviews

Automate Your Online Reviews

Improve your ratings, build your reputation, and get found online by sending review requests via text to recent customers, responding to and interacting with reviewers, and managing it all from a single inbox.

Every Conversation In One Place

Communicate Efficiently With Customers and Leads

Reach your customers wherever they are with text messaging. Request reviews, connect with website visitors, collect payments, respond to Facebook & Google Messages, and market to customers and leads all from your app.

Get Paid Faster Than Ever

Collecting payments isn’t anyone’s favorite job. Make paying as quick and convenient as possible for your customers with a secure payment link delivered right to their phone.

Grow Your Audience

Grow your audience & know where new leads are coming from with Ellsworth Financial's easy-to-use CRM. Easily import existing leads to make client communication a cinch!