Alyssa Flevaris, Financial Professional

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Alyssa Flevaris, Financial Professional

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accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

05/13/2026

Career Day ✅

I recently had the opportunity to attend Career Day at Muir Middle School and be part of a group of professionals sharing different career paths with students 💬✨

From my job as a financial advisor to careers like pilot, firefighter, and veterinarian, the day was a great example of what can happen when a community comes together and donates time to support students.

Thank you to the educators and volunteers who made the day possible—and to the students who asked thoughtful questions and were excited to learn. Moments like this are a great reminder of the impact we can make! 🤍📚

05/04/2026

Teacher Appreciation Week is a great reminder to pause and thank the educators who do so much, often behind the scenes, to support students and our communities! 🍎📚

This week, we’re stopping by schools in our districts with a small token of appreciation—some M&M’s and Smarties—to say thank you for the dedication, patience, and impact teachers have every single day. It’s a small gesture for a role that makes such a big difference.

We’re grateful for the opportunity to support educators not only in the classroom, but also beyond it—especially when it comes to planning for a confident and secure retirement. Thank you to all teachers for everything you do, today and always 💛✨

03/31/2026

Celebrating March is Reading Month! 📚✨

This month, I had the joy of visiting my mom's 4th grade class to celebrate March is Reading Month. Duncan joined me, and we both got to read to the class and share some details about our careers—my journey as a financial advisor and Mike's as a pilot.

The excitement from all of the students made it a great experience. It was a great opportunity to inspire her class and emphasize how reading plays a crucial role in every career path! 😊

03/26/2026

Last week, Daher, CFP® and I had the opportunity to visit Fitzgerald Public School's Wellness Day event. We were invited to speak with the amazing staff about their retirement plans and the importance of financial wellness.

It was great to see the enthusiasm and engagement from everyone involved. We covered key topics such as their state and district retirement plans, understanding the importance of saving, and planning for a financially secure future.

A big thank you to Fitzgerald Public School for inviting us and allowing us to be part of such an impactful day. We're looking forward to seeing how these conversations shape their financial journeys! 😊

03/12/2026

The other weekend, I was able to attend our Great Lakes Branch 2025 Awards Banquet at the MGM Grand Detroit! It was an honor to be invited alongside so many talented advisors for the dedication and hard work demonstrated over the past year.

I enjoyed spending the evening with my coworkers - Moments like these remind me how lucky I am to be part of such a great organization! 😊

02/23/2026

I recently took some time to recharge, and I’m so thankful for the chance to step away, spend quality time with family, and enjoy new experiences. Moments like these remind me how important it is to pause, reconnect, and gain fresh energy and perspective. 🌴🏖️

01/30/2026

Innovate. Inspire. Integrate. 💡

We had a great kickoff meeting the other day at the Royal Park Hotel!

Lots of strong conversations around market outlook, AI, advisor efficiency, and deliberate growth as we look ahead to 2026. It was great hearing insights from so many amazing leaders and partners within our company.

I appreciate everyone who helped make it a productive day—excited to keep the momentum going for the rest of the year!

01/19/2026

We're over halfway through January - how are your New Year's resolutions holding up?

Many of us (myself included at times) push important goals, projects, or tough decisions to "new year" ... only to finally take action in January when the calendar feels like a fresh start. The momentum is real right now: resolutions are fresh, priorities are clearer, and people are actively seeking ways to make progress before Q1 slips by.

Now is a great time to take advantage of this momentum and get your finances in order. Whether you're starting a new job, looking to grow your family, or just wanting to review the financial plan you already have in place, let's find a time to meet - I'm happy to help!

Let's keep the momentum and make the second half of January count! 🚀

01/13/2026

Stepping into mid-January already - 2026 is moving fast! I've been taking the time to reflect on the past year while also setting goals, both professional and personal, to set myself up for another successful year.

Reflecting on 2025: I passed my Series 66 exam over the summer, celebrated running my first half marathon, and learned that focusing on the small wins makes the biggest impact on accomplishing your goals. I'm very grateful for the growth and lessons learned over the past year!

For the rest of 2026, I'm looking forward to continuing to build my business helping others accomplish their financial goals, running my first full marathon, and spending time some traveling with friends and family!

12/18/2024

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2025. Let's make sure you're set up for success in 2025. Feel free to reach out for more information and to discuss how we can optimize your planning strategies.
https://s3.amazonaws.com/static.contentres.com/media/documents/27d3b137-b40d-4c74-8c26-0372e3f26259.pdf

12/05/2024

With year-end fast approaching, it’s a perfect time to review your financial situation and consider any changes to be made for the upcoming year. With evolving legislation and recent market volatility, you want to ensure your financial plan is working for you. Feel free to reach out so we can explore these strategies and more.

Address

201 W Big Beaver Suite 300
Troy, MI
48084

Telephone

+12486412869

Website

http://greatlakes.equitableadvisors.com/

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