Play the Tellone Financial Services Introduction Video

-------------------------------

As Seen In Forbes Magazine (June 2009)

Selected as One of the Leading Wealth Managers of Southern California

As Seen In OrangeCoast Magazine (March 2009)

2009 FIVE STAR Best in Client Satisfaction Wealth Manager

As Seen In Forbes Magazine (July 2008)

Ranked in Top Ten of Most Dependable Wealth Managers for Southern California

As Seen In Wealth Management Magazine (July 2008)

Top Dog in Wealth Management for Third Consecutive Year

Welcome to Tellone Financial Services

Please take a few minutes to discover how Tellone Financial Services can help you reach and exceed your financial goals and independence. You work hard for your money and the Tellone Financial Wealth Management team would like to make your money work just as hard for you.

Your time is very important. Therefore, as a full financial planning and investment service provider, Tellone Financial Services, and its affiliate, Tellone Management Group, Inc., offer the highest level of service in the following areas:

• Investment Management
• Pension & IRA Management
• Financial & Retirement Planning
• Estate Planning
• Tax Planning & Preparation
• Accounting & Bookkeeping
• Private Mortgage Lending

Here at Tellone Financial we feel our clients are our greatest assets. As such, we have been helping individuals, small businesses, and corporations in achieving their financial objectives since Dino Tellone first opened his company doors in 1975.  Located in Anaheim Hills, California, Tellone Financial has developed a diverse and loyal clientele over the years by providing the highest level of personalized wealth management services to clients not only in the Anaheim Hills, Yorba Linda, and the surrounding Orange County area, but around the world.

Financial institutions and planners often try to blindly fit their clients into their own products, on which they receive fees and commissions. At Tellone Financial, we provide a "personalized wealth-building program," which means we are able to maximize your overall net worth by integrating your tax, estate and investment strategies into a comprehensive program.  The objective is to assist you in reaching and maintaining your financial goals and independence.
 
If the following description of services fits in with your personal financial situation, please contact Tellone Financial through email, or call us at (714) 998-2290 to arrange a meeting.