I've worked with Kelly Capital Partners for several years, and their full-service financial…read moreguidance is consistently professional, profitable, and responsive to changing economic conditions. Their new Royal Oak location is both comfortable and convenient, and I especially enjoy meeting there to review my portfolio and discuss investment strategies. I would also be remiss not to mention the entire Kelly Capital Partners team. Under the leadership of Janie Kelly, the staff is knowledgeable, genuinely invested in their clients, and a true pleasure to work with. Their dedication makes watching my portfolio grow even more rewarding.

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.

My wife and I started working with Ryan back in 2015 and have since referred numerous clients based…read moreon the service and performance we have received. I have found a high level value with their services. Thank you.

Sean Sparkman is a Michigan-based financial professional who works virtually with anyone in the…read moreUSA. I actually met Sean over the internet through an article he wrote. https://www.safemoneytrends.com/category/protect-your-wealth/ He is young, but very knowledgeable and thorough in his approach to safe money products such as annuities, retirement income planning, and other investment strategies. I found Sean to be extremely personable and client-focused. He seems like the kind of financial professional who won't just sell you things to make a commission, but who truly wants to help you gain clarity when it comes to money. In this chaotic environment, all of us need a friend in the financial services industry like Sean Sparkman.

Sean has acknowledges of all different products, very helpful and patient. He explained all my…read morequestions very well and is great to work with.

Al seemed wonderful the first year getting me in quickly and getting my taxes for me and my…read morebusiness done. He had great plans to implement the next year. Unfortunately the following year he did not do what he had discussed with me and told me the plan was. But he was happy to take my money. This has ended up costing me tens of thousands of dollars. Do not go to him!

Awesome service, value, and personable. I even got there late, I recommend him to everyone!! Thank…read moreyou

Emmanuel was a great help in the process of me obtaining insurance for a new car and for all my…read moreother insurance needs. Timely responses with helpful information upon each inquiry.

We're missing Gloria in the office, but Malik has filled in nicely. He's always ready and…read moreknowledgable to explain any questions that I have about my policy and any options available to me.

Great organization with top notch services, and the resources for any sized company. I would highly…read morerecommend them!

Had a terrible experience with them. My brother got into tax trouble, he lost everything but they…read morepromised they could help and gladly accepted $3,000. Didn't take them long to say there was nothing they could do to help him. A family member with absolutely no experience got it handled. I never ever forgot their dishonesty and how they took advantage of a sad and tragic situation. Beware!

Lance was great! They set all my problems without even really involving me too much. They just…read moretook care of it all and it was great.