Like the enduring presence of the Rochester Gibbs House in Rochester Hills, MI, McLellan Financial Services offers stability and continuity in wealth management. James and Blake’s collaborative approach offers comprehensive wealth strategies tailored to each client’s unique needs, including retirement planning, asset allocation, tax strategies and more.
The McLellans understand the hopes, challenges, and aspirations of local families because they share in those same experiences. With a commitment to guiding clients through every life stage – be it retirement planning, investment growth or generational wealth transfer – James and Blake provide a compassionate, client-focused approach that empowers families to achieve their financial goals.
Just as the Oliver P. Gibbs House has been a steadfast symbol of strength and history in the Rochester Community, our team is dedicated to help build lasting financial legacies for generations to come.