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James McLellan
714 North Main Street, Ste 101
Rochester, MI 48307
248-687-2800

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Don't Buy The Hype Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap

Investing and Financial Services For Individuals, Families, Municipalities, and Business Owners in Michigan

McLellan Financial Services is a wealth management and financial services firm based in Rochester, Michigan. Working with individuals, families, small business owners, and municipalities, we serve clients in the Oakland County area, as well as throughout Michigan and across the country.

Our goal is to help demystify the world of finance and provide objective advice and honest guidance. As a team of independent financial advisors, we put our clients’ needs first and treat their assets with as much care as if they were our own. Focusing on a long-term, diversified investment approach, we strive to help clients feel confident with their financial strategies throughout the many milestones of life, from building their careers to transitioning into retirement.

For more information about our financial and investment services, please contact us today.

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Using smart management to get more of what you want and free up assets to invest.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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With alternative investments, it’s critical to sort through the complexity.

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