Hero image for McLellan Financial Services
Team photo for McLellan Financial Services

McLellan Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Let Our Family Help...
Rochester Hills...
How could the U.S.-Iran...
Frequently Asked...
Income protection gap...
Let Our Family Help Your Family

McLellan Financial Services is a team of financial advisors in Rochester Mills, Michigan. Our mission is to help families navigate financial decisions with clarity and a focus on long-term goals.

F: Faithfulness – Building trust through consistent, reliable service that reflects each client’s needs.

A: Accountability – Providing clear and transparent financial guidance.

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

I: Integrity – Upholding high ethical standards in every interaction and decision.

L: Loyalty – Building lasting relationships with the families we serve.

Y: Years of dedication – Providing consistent support over time.

As advisors serving Rochester, Rochester Hills, Oakland Township, Macomb Township, and Troy, Michigan, we take pride in being part of the local community and supporting the people who make it strong.

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.

Lets talk!

How could the U.S.-Iran conflict impact investors?

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

Play video
 
How could the U.S.-Iran conflict impact investors?
Frequently Asked Questions

Who does McLellan Financial Services serve?

We specialize in helping high-net-worth families, professionals, retirees, and business owners pursue their long-term financial goals through personalized wealth management and financial planning.​‌

What makes your approach different?

As a family-focused advisory team, we build long-term relationships rooted in trust, accountability, integrity, and personalized service tailored to each family's needs.

Can you help with retirement and wealth transfer planning?

Yes. We help clients prepare for retirement income needs while developing strategies designed to preserve and transfer wealth across generations.​‌

What can I expect in a consultation?

We'll discuss your goals, current financial picture, and priorities to determine how a customized wealth management strategy may help support your family's future.

How do I get started?

Schedule a consultation to begin building a personalized financial strategy aligned with your family's long-term goals and values.

Income protection gap calculator
Employer-sponsored coverage may not replace all your earnings if you’re unable to work. Use this calculator to estimate how much additional income you may need to help protect. Get started
chevron_left chevron_right

Featured insights