The "receptionist" was rather ditzy, unorganized, and uninformed. However, the assistant manager…read morewho assisted me in a difficult situation was helpful and accommodating.

Just recently attended a Retirement Strategies seminar…read more What a pleasure it was to meet Andrew Briggs and his staff. It was a breathe of fresh air to speak to someone who not only was professional but really had my best interest at heart, giving me all the information I was seeking and answering all my unclear questions in great detail! I would recommend using this company to anyone if they are looking for help with their retirement services. I look forward to working with Andrew in finding the right annuity for me Tina, Farmington Hills

What went well: great people and insightful financial guidance. I received excellent advice to…read moresupport my retirement planning. Thank you, Tonya.

Tiffany at Keith Pennala was so helpful,! I asked her to email my home owners policy and it was in…read moremy box before we even hung-up! Amazing service! For several years as a customer we have appreciated their service! Teresa

I've known Denis personally for a number of years when we were members of a civic group and always…read morethought 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.

My husband and I identified multiple financial planning/wealth management firms in the area and…read morescheduled 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.

Horrible service!!! Every time wrong info condescending staff absolutely horrible in my opinion go…read moreelsewhere

Marge was so helpful and kind to me and my husband in assisting us with renewing our auto insurance.read more

Jim Wilhelm is a great asset to Edward Jones. He really knows his industry and has been very…read morehelpful in helping myself and family with our finances. I highly recommend him for all your financial services.

This firm was selected by my former Trust administrator. For the past 5 tax seasons, they have…read morefailed to meet deadlines in preparing my Trust returns and providing K1 reports as required by Michigan law. This has forced me to file for extensions or amend my returns. This year, their CPA Amy Gibson told my new Trustee that although she could have provided forms and finished the returns on time, she chooses not to do so because she has more important clients. Terrible service. Good riddance!

I have worked with Art Cole and his team for years and they are simply the best at delivering…read moreaffordable tax and financial advice. I highly recommend this skilled team of experts.