James and Blake McLellan are respected and trusted investment professionals, dedicated to providing personalized investment and planning strategies. They offer custom financial services tailored to your needs, including investments, estate planning, retirement planning, and tax strategies.
As a former University of Michigan business school graduate, James now resides in Rochester Hills, Michigan, where he remains committed to community involvement. He's an active member of the Rochester Rotary Club, a former member of the Oakland County Sheriff's Investment Advisory Committee and the Warren Police Internal Order. He also served as President of the Lake Oakland Homeowners Association. James also enjoys biking local trails, playing golf, supporting local sports teams.
James and Blake’s dedication to putting client's interest first reflects their commitment to the community they call home. Whether you need guidance on Social Security Benefits, insurance, or business retirement plans, they offer trusted financial services designed to help you along your financial journey.
Let us help you!