Telos Financial - Plymouth Ivo Gasparotto: Managing financial investments can be daunting and difficult!
I am so grateful I work with Dennis to help us prepare for the future, navigate change, and stay sane when the road gets challenging.
Dennis has supported us during difficult career transitions and makes financial decisions easier by laying out clear options, risks, and opportunities. He helped us structure our money in a way that makes sense for our lifestyle now and in the future.
Dennis listens, asks the right questions, and ultimately understands our goals and how they change. He is flexible and can adapt our financial plan according to changing goals.
Besides being a trustworthy expert in his field, Dennis is easy and fun to talk to! I highly recommend working with him.