At McLellan Financial Services, we believe financial planning is about helping families thrive. With over 55 years of combined experience, our team has had the privilege of guiding multiple generations toward their financial goals. From helping young parents plan for their children’s education to assisting retirees in securing a comfortable future, we take pride in tailoring wealth management services to each family’s unique journey.
As a local investment and financial planning advisory serving Rochester, Rochester Hills, Oakland Township, Macomb Township, and Troy, Michigan, we are deeply committed to our local community. We regularly participate in local events, support small businesses, and volunteer to make our neighborhoods stronger. Our personalized approach to retirement planning, investment solutions, and financial savings reflects this community focus, ensuring you receive the financial help that matters most to you and your family.
Whether you’re seeking a financial advisor to plan for your future or a financial services firm that understands the values of family and community, we are here to guide you. At McLellan Financial Services, we’re not just advisors – we’re your neighbors, dedicated to optimizing your financial future and strengthening our community together.