Advisor profile

Our Vision

At McLellan Financial Services, we believe that financial success is a journey, and we're here to help you navigate it.

Our vision is to empower individuals and businesses to achieve financial success through innovative and customized financial solutions. We aim to be the most trusted and preferred partner for our clients by delivering exceptional service, advice, value. Our commitment to integrity, transparency, and excellence will be the foundation of our continued growth and success, and as we strive to make a positive impact on the financial well-being of our clients and communities.

44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Women's Financial Strategies

Education

  • University of Michigan Flint-Business

Awards & recognition

  • McLellan Financial Services, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor, McLellan Financial Services, 1992 - Present
  • Vice President, Prudential Financial, 1992-1996
  • Vice President, A.G. Edwards & Sons, Inc., 1980-1992

Community participation

Jim is not only a respected investment professional, but is also a trusted member of his Oakland, Michigan Community. He is a past member of the Oakland County Michigan Sheriff’s investment advisory committee.

He was previously involved with the Warren Michigan Police Internal Order of the police and is a former President of the Lake Oakland Homeowners Association.

Jim is also involved in the Rochester Rotary Club.

Interests

I enjoy biking, playing golf, supporting local sports teams and being involved with charity work.

My photos

3 albums
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