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.
Helpful Content
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This calculator can help determine whether it makes sense to refinance your mortgage.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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The Cycle of Investing
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Investors seeking world investments can choose between global and international funds. What's the difference?