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Telos Financial Logo
Telos Financial CB Rank
3474698
Heat Score
48
Telos Financial offers financial planning for young professionals and families, led by CFP® Dennis LaVoy.
Founded
obfuscation
Private Plymouth, Michigan, United States1-10 telosfp.com
Advice
Financial Services
Professional Services
Overview

Telos Financial
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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About Telos Financial

CB Rank
3474698
Telos Financial offers financial planning for young professionals and families, led by CFP® Dennis LaVoy.
Founded
obfuscation
Private Plymouth, Michigan, United States1-10 telosfp.com
Advice
Financial Services
Professional Services

Details

Legal Name Telos Financial L.L.C.
Operating Status Active
Company Type For Profit
About the Company
Telos Financial provides financial advisory services primarily targeting young professionals and their families. The company offers comprehensive financial planning, including estate planning, retirement planning, and investment strategies.
Phone Number 1 734 468 3050
Contact Email dennis@telosfp.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops personalized financial plans to help individuals and families achieve their financial goals through analysis and strategy.
Wealth Management
A service that manages clients' investment portfolios and financial assets to align with their long-term financial plans and goals.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

IT Spend

$75.6KThis year, Telos Financial is projected to spend $75.6K on IT, according to Aberdeen.

Active Website Tech Count

7Telos Financial is actively using 7 technologies for its website, according to BuiltWith. These include Common Crawl, SSL by Default, and  Cloudflare CDN.
Sub-Organizations
Frequently Asked Questions

Where is Telos Financial's headquarters? Telos Financial is located in Plymouth, Michigan, United States.Who are Telos Financial's competitors? Alternatives and possible competitors to Telos Financial may include Aulestia Wealth Management, The Lam Group, and  Wealth Management Midwest.
Who We Are
What We Do
Helpful Links
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