Telos Financial - Plymouth (MI)

5 /5 Ivo Gasparotto: Managing financial investments can be daunting and difficult! I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging. Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future. Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals. Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.

5 /5 Kathleen Folger: 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. Hes 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.

5 /5 Paul Penney: I’ve known Denis personally for a number of years and consider him a reliable and trusted friend. After a divorce and being faced with a myriad of life changing decisions, I was in need of solid and sound guidance to help me re set my life. I chose Telos Financial and Denis to help me with that task. Denis has alleviated the worry about not being able to live my retirement as I want. He is always very attentive to my needs and has my back 110% never over promising but always delivering what i need and more. I worry about where i want to go or what life experiences i want to have - Denis helps me to make them happen! To many more people, places and experiences. Thank you Denis.

5 /5 Ethan Kelly: Dennis Lavoy is my go to guy when it comes to any financial assistance I need! Hes really knowledgeable and hes great at explaining things and helping me understand exactly what Im doing with my money. I recommend him to anyone!