As an independent financial planning office located in Plymouth, Michigan, we utilize solutions from the vast majority of providers to provide strategies in your best interest. It means when we act as your financial advisor to recommend an investment to you, you know we have scoured the competition and you can trust we believe it's the best fit for you.
We are a fiduciary financial advisor for our clients, putting their interests first. We participate in financial planning continuing education programs and are continually reading and researching for the best solutions for our clients. Telos is dedicated to ensuring our clients have a plan.
We are a fiduciary financial advisor for our clients, putting their interests first. We participate in financial planning continuing education programs and are continually reading and researching for the best solutions for our clients. Telos is dedicated to ensuring our clients have a plan.
Services
Your telos is your purpose. A shelf's telos is to hold things. Mine is to help people achieve a better life by improving their financial future as their financial advisor. I've spent my entire life in Southeastern Michigan, and I've seen first-hand the difficulties that can come from this struggling economy - as well as the success stories that can happen through hard work and careful planning.
What makes Telos different? Our recommendations are based on a financial plan specifically created for you and all advice are guided by the plan. As Michigan's financial advisor for millennials, Xennnials, Generation X, young professionals, and their families, I've honed my skills to best serve clients just like me.
Reviews (1)
Jeff O'Boyle
Jun 19, 2019
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I have known Dennis LaVoy with Telos Financial for a few months now and it would be my absolute pleasure to recommend him. Dennis has proven to be professional, honest, and approachable throughout every interaction I had with him. He is innovative in his calculations and importantly, is solution oriented in any financial scenario. I am grateful to have met him.
