Honest Financial Guidance and Preservation of Wealth Through Generations
McLellan Financial Services is a wealth management, investment, and financial services firm in Rochester, Michigan built on three pillars:
- Preservation of capital
Since 1996, we have been a family-owned business serving our community in Michigan and in multiple other states. We value family and aim to treat our clients like family, helping them preserve their wealth and leave a legacy to the next generation.
As an independent firm, we are committed to upholding the highest level of truth and honesty, providing unbiased and objective guidance. We offer our clients comprehensive and diverse investment and insurance services and solutions without any conflicts of interest. We understand that each client’s situation and financial goals are different, which is why each client’s investment strategy is unique. We focus our experience on building a custom financial strategy to meet the needs, goals, and objectives of each client.