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Client Satisfaction 5.0 / 5 rating based on 12 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Let Our “FAMILY” help your "FAMILY"

Our mission is to walk alongside families, helping them navigate the complexities of their financial lives with care, clarity, and a commitment to their long-term success.

F: Faithfulness – Building trust with consistent & genuine care for every family’s needs.

A: Accountability – Responsible for providing transparent & compassionate financial guidance.

M: Mutual Respect – Fostering relationships based on respect, listening, & understanding.

I: Integrity – Upholding the highest ethical standards in every interaction & decision.

L: Loyalty – Building lasting, meaningful connections with each family we serve.

Y: Years of Dedication – Providing steadfast support & commitment over the long term.

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Rochester Hills Financial Advisors

At McLellan Financial Services, we believe in the power of family. As a boutique financial advisory firm serving Rochester, Rochester Hills, Oakland Township, Macomb Township, and Troy, Michigan, we offer personalized wealth management services tailored to your family’s unique needs. Our wealth advisors specialize in retirement planning, investment solutions, and financial savings to help you achieve your goals. Let our "family" guide yours with trusted financial help, whether you’re seeking local financial services, investment brokers, or Ameriprise insurance. We’re here to help you optimize your financial future together.