Dennis L. LaVoy, CFP<sup>&reg;</sup> - Financial Advisor

Dennis L. LaVoy, CFP®

CLU®

Financial Planner

Telos Financial

409 Plymouth Rd, Suite 206
Plymouth, MI 48170
FINANCIAL ADVISOR'S WEBSITE
(734) 468-3050 CONNECT WITH Dennis
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General

Dennis LaVoy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Telos Financial in Plymouth, MI and the surrounding communities.

Financial Advisor Overview

Telos Financial is a fee based, holistic financial planning firm located in Plymouth, Michigan serving young professionals, Millennials, Xennials, Generation X, and their families. Dennis LaVoy, CFP®, CLU® has been a financial planner since 2008 and founded Telos in 2018. He uses his experience, knowledge, and expertise to help families and individuals around Ann Arbor, Detroit, and across the great United States of America achieve their financial objectives.

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Financial Advisor Experience

Dennis LaVoy, CFP®, CLU® has served as a financial planner since 2008. He's helped individuals and families in all ages and stages of life, from professionals in miscellaneous careers to executives of large corporations to brand new investors. He has his bachelors degree in business from Eastern Michigan University, with a focus in Finance and has continued his financial education with the designations he's earned.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, MA, MI, NC, NJ, NY, OH, SC, TN, TX, VA, & WA. No offers may be made or accepted from any resident outside the specific states referenced. Check the background of this financial professional on FINRA’s BrokerCheck. Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households

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