AT FINANCIAL INVESTMENT SERVICES

We will create a personalized plan for you.

We recognize that no two clients are the same. Financial Investment Services works with friends and neighbors throughout the greater Louisiana area to help them work toward their financial goals through the use of insurance and retirement products.

Get Started In

3 Easy Steps

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using Your Financial Compass, we’ll examine your current financial situation and determine your retirement needs.

Plan

Receive a custom strategy to help you reach your unique retirement goals.

 

Welcome To

Financial Investment Services

Serving Clients Since 1997

Financial Investment Services (F.I.S.) has been owned and operated by Donna McElroy in Metairie, Louisiana for the past 20 + years . Donna is a Retirement Protection Specialist that works to build relationships with each of her clients . You are as important as your money. She has reinvented the meaning of what a financial professional can be.

Financial Investment Services

Roadmap Process

Financial Services

Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals.

Retirement Planning

We can help you design an income plan incorporating insurance and retirement vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income.

FINANCIAL INVESTMENT SERVICES IS HERE TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR ULTIMATE GOALS.

Ready To Take

THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (504) 339-8762

To help you better understand your financial needs or assess your current investment and retirement strategies, we post a Weekly Newsletter, IRA Blog, Weekly Market Commentary and a Monthly Market Review. We hope you find these retirement and financial blogs helpful. Click Here if you would like to schedule a complimentary review of your current financial situation.

Our Focus

» Retirement Income Strategies
» Asset Protection
» Annuities
» Life Insurance
» Tax Minimization Strategies

Upcoming Events

» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referred guests and visitors to attend our events.

Let's Meet

» It is important to feel you have control over your future. At Financial Investment Services, we offer our experience and knowledge to help you design your own strategy for financial independence.

If you knew you had guaranteed income for life as part of your overall retirement plan
What would you do?