Telos Financial

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

409 Plymouth Rd Ste 206, Plymouth, Michi...

Phone Number

(734) 468-3050

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
1
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About Telos Financial

Telos Financial is an independent financial planning firm based in Plymouth, Michigan, dedicated to serving young professionals and their families across the country. Led by CERTIFIED FINANCIAL PLANNER Dennis LaVoy, the firm emphasizes a fiduciary approach, ensuring clients' interests are prioritized in investment recommendations. Telos offers a range of services including wealth management, insurance analysis, and retirement income planning, tailored to help clients achieve their financial goals. The firm is committed to building long-term relationships with clients, providing ongoing support and guidance throughout their financial journey.Explore more
Telos Financial's Social MediaPopular SearchesTelos Financial LLCTelos FinancialTelos Financial 734Telos Financial Services IncTelosfinancialSIC Code 62,628NAICS Code 52,523Show more

Telos Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Telos Financial

<$5M
1-10
Private
-
2018
DL
Dennis LaVoyFinancial Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2006
SY
Shveta YadavAdministrative Assistant
<$5M
1-10
Private
-
-
NB
Nick BaileyFinancial Advisor
<$5M
1-10
Private
-
2009
EN
Edward NeveleffFinancial Professional
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Telos Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Telos Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Telos Financial.

Telos Financial Tech Stack

A closer look at the technologies used by Telos Financial

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Frequently Asked Questions Regarding Telos Financial

What is Telos Financial's official website?
Telos Financial's official website is www.telosfp.com
What is Telos Financial's Revenue?
Telos Financial's revenue is <$5 Million
What is Telos Financial's SIC code?
Telos Financial's SIC: 62,628
What is Telos Financial's NAICS code?
Telos Financial's NAICS: 52,523
How many employees does Telos Financial have?
Telos Financial has 1-10 employees
What industry does Telos Financial belong to?
Telos Financial is in the industry of: Finance, Securities Trading
What is Telos Financial competition?
Telos Financial top competitors include: Charles Carroll Financial Partners, VISTA Wealth Strategies, Sterling Total Wealth Solutions, Townsend Financial Planning
What technology does Telos Financial use?
Some of the popular technologies that Telos Financial uses are: Smarsh, Google Cloud Web Serving, Google Cloud Platform, Cloudflare Security
How do I contact Telos Financial?
Telos Financial contact info: Phone number: (734) 468-3050 Website: www.telosfp.com
What does Telos Financial do?

Telos Financial is an independent financial planning firm based in Plymouth, Michigan, dedicated to serving young professionals and their families across the country. Led by CERTIFIED FINANCIAL PLANNER Dennis LaVoy, the firm emphasizes a fiduciary approach, ensuring clients' interests are prioritized in investment recommendations. Telos offers a ra... nge of services including wealth management, insurance analysis, and retirement income planning, tailored to help clients achieve their financial goals. The firm is committed to building long-term relationships with clients, providing ongoing support and guidance throughout their financial journey.Read More

What are Telos Financial social media links?
Telos Financial Linkedin page Telos Financial Facebook page
Is Telos Financial a public company?
Telos Financial is private company therefore does not currently have an official ticker symbol
See more information about Telos Financial

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