Shelley Ferro (CFP®, EA)

Shelley Ferro focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Ferro Financial LLC is an independent financial planning and investment advisory firm. We offer our clients comprehensive financial planning services, tax preparation, financial reviews and investment advice. 
 
With offices in both the Greater New Orleans area and Baton Rouge, LA, we are conveniently located to serve our clients through out Louisiana.
 
Our mission is clear...to work directly for the client and eliminate the two biggest obstacles in providing objective advice; sales quotas, and high commissioned financial products.
 
We specialize in working with our clients to stay on track to reach their retirement and financial goals. If you are looking for any of the following, we can help:
 
Plan for Retirement
Have Your Investments Professionally Managed
Develop a Strategic Investment Plan
Get Your Financies Organized
Have Guidance  in Reaching Your Financial Goals
Have One Comprehensive Financial Plan that considers your goals, taxes, retirement, assets, & loans
 
 
 

 
 

Additional Information

Shelley M. Ferro holds a BBA degree in finance from Loyola University New Orleans and holds two professional credentials. Ms. Ferro is a CERTIFIED FINANCIAL PLANNER and Enrolled Agent.  (Enrolled agents are credentialed tax professionals, and are one of three professionals that can represent clients in tax court.  The designation is granted by the Department of the Treasury.)
 
 Ms. Ferro provides comprehensive independent financial planning and investment advisory services to individuals and families.
 

 

NAPFA Start Date

August 30, 2006

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This Office

2121 N Causeway Blvd Ste 158 Metairie, LA 70001-2859 Phone: (504) 324-9217

Other Offices

8550 United Plaza Blvd Ste 702 Baton Rouge, LA 70809-0200 Phone: 225-308-4554 Fax: 504-910-8341