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?