Welcome to Deirdre McElroy's Web site


The investment climate has never been more exciting or more challenging than it is today.To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for each situation and a relationship with a trustworthy representative who has a clear understanding of the investor's needs. Among my financial offerings are: 



Cash flow analysis - for everyday budgeting

Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

Annual portfolio review - to review your current holdings and help you make any necessary changes or adjustments

I believe that education is the foundation of sound investment decisions. I am committed to educating my clients, many of whom are women. If you are a woman who feels it is time to take control of your financial life, gain a better understanding of your investments or learn new investment strategies, please contact me to attend a class, seminar or corporate meeting.

My goal is to present the world of investing in language you can understand. If you would like further information about these topics, or other areas of investing, please do not hesitate to call or email me. I can help you make sense of the information you are receiving.