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Contact Us: (504) 339-8762 | Donna@fisadvisor.com

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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.

Learn How We Can Help


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.

 

Schedule a Meeting


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.

Learn More About Donna



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.

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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.

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INSURANCE SERVICES

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

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see all of financial investment services services here

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

MEET DONNA MCELROY


READY TO TAKE


THE NEXT STEP?

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

Schedule a Meeting
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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.

WEEKLY NEWSLETTER
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OUR FOCUS

» Retirement Income Strategies
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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.

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

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OFFICE ADDRESS

 2955 Ridgelake Dr, #104
Metairie, LA 70002

 Office: 504-832-8762

 Cell: (504) 339-8762

Donna@fisadvisor.com

The Information presented here is for informational purposes Only. It is not
intended for legal, tax or investment advice. Financial products vary by state
of resident, age, and product chosen. Some financial products such as annuities
can carry surrender charges or restrictions to access your funds. Some annuity
products carry a fee when applying an income rider. Guarantees are based on the
financial strength and claims paying ability of the insurance company. Please
read over all insurance contracts and disclosures carefully before making any
purchase decisions. Rates and Returns presents are subject to change without
notice.



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