Financial Advisor, Franchise Owner at McLellan Financial Services - Rochester, MI, US
McLellan Financial Services is a wealth management and financial services firm based in Rochester, Michigan. James and his firm provide investment management and financial services for individuals, families, municipalities, and business owners in the Oakland County area, as well as throughout Michigan and across the country.Specialties include: retirement planning, investment management, financial planning, 401(k) plans, IRAs, college funding, investment properties, insurance, and alternative investments.*Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.