SERVICE
Personalized service is the cornerstone of William H McElroy & Co.. Whatever your questions or requests are, we are always available to assist you in making your goals a reality.
We are your neighbors, we live in your community, and we share both your concerns and your dreams. We strive to have a strong community influence, and take pride in our accessibility to serve you.
NO CONFLICT OF INTEREST
William H McElroy & Co. is a “Fee-Only” investment advisory company. We are not affiliated with any firm, brokerage company, or insurance company.
We are fiduciaries. This means that our investment strategies are based solely on your needs, and are not motivated by incentives to invest in certain products.
COST EFFECTIVE
Many of the fees, services, and titles in the investment community are confusing, often misleading, and sometimes very hard to understand. All of our fees and services are up front and visible.
SECURITY
William H McElroy & Co. is not the custodian of your funds.