Donna J. McElroy
President, Retirement Protection Specialist
Financial Investment Services
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. FIS helps people who are preparing for retirement and those who have already retired. She will work to keep your money safe and will help you to create your own pension with guarantees to NEVER outlive your money . At FIS, investing is more than just Finances…
Meet Donna J. McElroy
PRESIDENT, RETIREMENT PROTECTION SPECIALIST
Donna was born and raised in New Orleans. Beginning her finance career in banking, she moved on to a private investment firm. Donna realized to make a significant difference in people’s lives she would have to venture out on her own. She has a true passion for what she does. FIS is a reflection of her love affair with people. It is the result of the conscience effort to lend a hand where needed to lay the groundwork for sound financial advice, and to create relationships.
Now we can add author to Donna’s list of accomplishments and attributes that make her a go to specialist in retirement protection.
To schedule a time to discuss your financial future, contact Donna at:
or call us at (504) 339-8762 today!
Donna McElroy Honored With Esteemed Invitation
METAIRIE, La. – May 27, 2020 – PRLog — Donna McElroy has accepted an invitation to become an “Invited Author” on the financial website, Annuity.com. Donna now joins an elite group of financial experts who share information about approaching retirement without market risk by authoring meaningful and useful articles focused on those retired or about to retire.
Donna flourishes when she can impact each client’s retirement, protecting their retirement nest egg. She focuses on all options for retirement and required financial needs. She is educating her clients on all options, not just Annuities and Life Insurance. Securing all safe retirement options for her clients brings joy and happiness to Donna, more joy than any amount of money ever could.
Donna began in the financial business as a part-time teller at a local bank in 1991. She was quickly given several promotions as her dedication to customers’ needs was apparent and appreciated. Unfortunately, the bank was bought out, which changed Donna’s trajectory to seek out an education to obtain her insurance license, she started her firm, she’s the current president of Financial Investment Services.
She was born and raised in the New Orleans area, where she raised two children and is now a proud grandparent of four grandchildren.
Most people when they leave their financial advisor feel confused about what’s happening with their money.
We at Financial Investment Services are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.
Our Promise to You
We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.
Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
At Financial Investment Services, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.