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

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Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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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What Do Your Taxes Pay For?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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