Telos Financial
Telos Financial
Categories
Financial Planning Services Financial Advisor
About
Dennis LaVoy, CFP®, CLU® is proud to be Michigan’s financial advisor for Millennials, Xennials, Generation X, and young professionals. Telos currently serves clients across the country and is a fee-based, holistic financial planning firm located in Plymouth, Michigan. Dennis LaVoy is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Life Underwriter (CLU®) who uses his experience, knowledge, and expertise to help families and individuals. He is the financial advisor for Detroit, Ann Arbor, Plymouth, and across the great United States of America. As Michigan’s financial advisor for professionals, I go to great lengths to develop a long-term relationships with each of my clients. I work closely with our clients throughout the year to help monitor investments, coach clients on how to stay on track and serve as a guide through tough times. As a financial advisor, I provide wealth management services, insurance analysis and recommendations, and retirement income planning, and we are happy to answer any questions clients may have about finances, investments, or taxes. My telos is financial planning – and Telos Financial is here for you. Dennis LaVoy, CFP®, CLU® |