James McLellan is a respected and trusted investment professional, dedicated to providing personalized financial strategies. He offers services tailored to your needs, including investments, estate planning, retirement planning, and women's financial strategies.
As a former University of Michigan business school graduate, James now resides in Rochester Hills, Michigan, where he remains committed to community involvement.
He's an active member of the Rochester Rotary Club, a former member of the Oakland County Sheriff's Investment Advisory Committee and the Warren Police Internal Order. He also served as President of the Lake Oakland Homeowners Association. James also enjoys biking local trails, playing golf, supporting local sports teams.
His dedication to putting client's interest first reflects his commitment to the community he calls home. Whether you need guidance on Social Security Benefits, insurance, or business retirement plans, James offers trusted financial services designed to help you achieve your goals.