Like the enduring presence of the Rochester Gibbs House in Rochester Hills, McLellan Financial Services offers stability and continuity in wealth management. James and Blake’s collaborative approach helps ensure that families benefit from a comprehensive wealth strategy tailored to their unique needs, including retirement planning, asset allocation, tax strategies, and more. By working with a team that understands the unique challenges and opportunities of the Oakland County and Rochester Hills community, clients get access to personalized investment advice, strategic estate planning, and wealth preservation solutions designed to optimize their financial legacy.
Choosing a family team of financial advisors who are deeply rooted in the community offers local advantages. The McLellan’s 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 helping families to optimize their financial goals. Just as the Oliver P. Gibbs House has been a steadfast symbol of strength and history in the Rochester Community, McLellan Financial Services is dedicated to building lasting financial legacies for generations.