Richardson's Trusted Advisory

Your financial future
deserves a Richardson
perspective.

At EA Insurance & Financial Services, we combine local knowledge with personalized strategies — helping you protect what matters most and plan with confidence for what comes next.

Schedule a Consultation Explore Services
15+
Years Serving DFW
500+
Families Protected
98%
Client Retention
Professional financial advisor consulting with a client in a modern office setting
What We Offer

Comprehensive protection
and planning

From individual coverage needs to business solutions, we provide the guidance and expertise to help you make informed decisions.

01

Life Insurance

Term, whole, and universal life policies tailored to your family's needs. We help you find coverage that provides peace of mind without compromising your budget.

02

Financial Planning

Retirement planning, investment strategies, and wealth management built around your goals. We create roadmaps that grow with you through every life stage.

03

Annuities

Fixed, indexed, and variable annuity solutions designed for income security in retirement. We help you understand the options so you can choose with confidence.

04

Business Insurance

Comprehensive coverage for businesses of all sizes — from liability and property to key-person and employee benefit plans. Protect your livelihood.

05

Medicare & Health

Navigate Medicare options and supplemental health insurance with clarity. We explain your choices so you can select the plan that fits your health needs and budget.

06

Estate & Legacy

Thoughtful estate planning and legacy strategies that ensure your assets are preserved and distributed according to your wishes, protecting your family's future.

Professional insurance and financial services office in Richardson, Texas
About Our Firm

Rooted in Richardson,
dedicated to you

EA Insurance & Financial Services was founded on a simple belief: everyone deserves a trusted advisor who genuinely understands their situation. Based in the heart of Richardson, we serve individuals, families, and businesses across the Dallas–Fort Worth metroplex.

Our approach is straightforward — we listen first, then build a strategy that fits your unique circumstances. No pressure, no confusion, just clear guidance from people who care about the outcome.

Personalized strategies — not one-size-fits-all packages
Transparent communication at every step
Long-term relationships built on trust and results
Independent representation across multiple carriers
Why Choose Us

The difference is in
the details

We don't just sell policies — we build lasting partnerships grounded in expertise and integrity.

01

Local Expertise

Deep understanding of Richardson and DFW communities means we know the specific risks, regulations, and opportunities that matter to you.

02

Impartial Guidance

As an independent firm, we shop multiple carriers to find the right coverage at the right price — your best interest is the only interest we represent.

03

Claims Advocacy

When life happens, we're in your corner. We handle the complexity of claims so you can focus on what truly matters — your family and your recovery.

04

Ongoing Support

Your coverage should evolve as your life does. We provide continuous reviews and adjustments to ensure you're always protected, never over-insured.

Client Stories

What our clients say

The trust of our clients is our greatest achievement. Here's what they've shared about their experience working with us.

“

EA Insurance helped our family understand options we didn't even know existed. They took the time to explain everything without rushing us. It felt like having a trusted advisor, not a salesperson.

Michael & Sarah T.
Homeowners, Richardson
“

After retiring, I was overwhelmed by Medicare choices. The team at EA walked me through every option patiently. I now have coverage that actually fits my health needs and budget.

Patricia D.
Retiree, Plano
“

As a small business owner, I needed comprehensive protection without the big-company price tag. EA found me a tailored package that's affordable and comprehensive. Truly exceptional service.

Robert L.
Business Owner, Irving
Get Started

Ready to protect
what matters most?

Whether you need a new policy, a coverage review, or simply want to understand your options, we're here to help. Reach out today for a complimentary consultation.

Call (469) 466-8110 Send a Message
Contact Us

Let's start a
conversation

We'd love to hear from you. Reach out by phone, email, or visit our office — whichever is most convenient.

Office Address
740 E Campbell Rd
Richardson, TX 75081-1883
Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By Appointment
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EA Insurance & Financial Services

740 E Campbell Rd, Richardson, TX 75081

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