Telos Financial
409 Plymouth Road, Plymouth, MI 48170
Location & Phone number
409 Plymouth Rd suite 206, Plymouth, MI 48170, United States
About the Business
Telos Financial is an independent financial planning office located in Plymouth, Michigan, dedicated to providing strategies in the best interest of their clients. As a fiduciary financial advisor, Telos puts their clients' interests first and continually seeks out the best solutions for their financial needs. They hold recognized industry designations, including the CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and Chartered Life Underwriter® (CLU®).
Telos Financial works with clients in the Ann Arbor and Detroit areas, as well as remotely through web conferencing software. Their goal is to help individuals and families achieve a better life by improving their financial future. Financial advisor Dennis LaVoy, CFP®, CLU®, is committed to providing holistic financial planning services to clients across the country.
The name "Telos" comes from the Greek word for purpose and fulfillment, reflecting the institution's mission to help clients reach their financial goals. Whether it's planning for retirement, education, or travel, Telos Financial collaborates with clients to create a path towards their aspirations. As Michigan's financial advisor for professionals, Telos Financial offers wealth management, insurance analysis, retirement income planning, and personalized guidance to help clients stay on track.
With a focus on long-term relationships and personalized service, Telos Financial is dedicated to helping clients achieve financial security and peace of mind. Securities and investment advisory services are offered through Osaic Wealth, Inc., ensuring clients receive comprehensive financial solutions tailored to their individual needs.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I identified multiple financial planning/wealth management firms in the area and scheduled free consultations with each. Dennis Lavoy at Telos Financial was our top choice. He's a very easy person to talk to and extremely knowledgeable. We also liked that he offers several different options for working with him. We ended up choosing to consult with him on an hourly basis and the advice he has given us has more than covered the cost of his time. We highly recommend Telos for anyone looking for an affordable, low-pressure financial planning expert."
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