I've known Denis personally for a number of years when we were members of a civic group and always thought of him as a reliable and trustworthy friend. After my divorce, I needed someone who I could trust and rely on to handle my finances and give me guidance through the divorce process and my future security. I chose Denis because I felt he always had my back and best interests first and foremost. He may have a lot of clients but I always feel that I am his only one. Our discussions are always about what I want to do in my retirement and he seems to always have just the perfect game plans to make it happen! I've never felt any pressure to invest or to make any choices that make me feel uncomfortable going forward. Telos Financial and Denis have never over promised performance, however they have surely delivered what I need and more ! Thanks to him I can worry less about $$$ and more about places and things to explore. read more

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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. He's 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. read more

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. read more

My relationship with Dennis started when I reached out to him last year as a junior in highschool. He was very eager to educate me about the CFP industry and answered all my questions. He has great industrial knowledge. Although I head off to college in the fall, I plan to continue to stay in touch with Dennis! read more