As seen in the March 2013 edition of OrangeCoast Magazine, Tellone Management Group, Inc. was recently selected as a 2013 FIVE STAR Wealth Manager.  Click here to learn more about the accomplishment.

Active Asset Management

Active Asset Management means incorporating proactive asset management strategies to adapt to the current market environment and adding value with a dual emphasis on short-term trading and long-term wealth accumulation.  The end result is reduced risk and increased returns through proper management of market exposures.

Comprehensive Financial Services

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 asset management strategies into a comprehensive program.  Our objective is to enhance our client's financial health and independence to ensure their ideal lifestyle throughout retirement.

High Client Satisfaction

Here at Tellone Financial we feel our clients are the greatest assets. As such, we have been helping individuals, small businesses, and corporations in achieving their financial objectives since Dean Tellone first opened his company doors in 1975.  Located in Anaheim Hills, California, we have 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.