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James McLellan


Financial Advisor
Franchise Owner
A financial advisory practice of Ameriprise Financial Services, LLC
Ameriprise Financial was named one of TIME’s America’s Most Iconic Companies of 2026

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"
How an Advisory Practice Can Guide You
Disinherit the IRS
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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How an Advisory Practice Can Guide You

At McLellan Financial Services, we believe in the power of family. As a boutique financial advisory practice 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 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.

Disinherit the IRS
The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS.
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Disinherit the IRS
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