TELLONE MANAGEMENT GROUP, INC. SELECTED AS ONE OF THE LEADING WEALTH MANAGERS OF THE WESTERN UNITED STATES
Anaheim Hills, CA, March 2010 - Tellone Management Group, Inc., a provider of personalized Investment and Financial Planning services for over 30 years, has recently been selected by Goldline Research as one of the leading Wealth Managers of the Western United States 2010. Following last year's recognition in Goldline Research's "Leading Providers of Southern California" and 2008's "Most Dependable" series, this marks the third consecutive year in which Tellone Management has been evaluated by the independent market research firm and satisfied its strict benchmarks to be deemed among the best in the wealth management industry.
During the course of Goldline's research study, more than 2,100 Securities and Exchange Commission (SEC) registered investment advisors (RIA's) and more than 5,100 individuals holding the Certified Financial Planner (CFP®) designation in the region were identified and evaluated. Out of that substantial and diverse group, a total of ten firms were chosen to comprise the list of "Leading Providers." "Those selected provide extensive client service that exceeds the industry standard," said George Shaeffer, Analyst for Goldline Research. "We believe that they are setting the benchmarks for the industry as a whole."
Dean Tellone and Steven Wolfe, wealth managers at Tellone Management, expressed their thoughts on the firm's recent recognition. "Our mission has always been to increase our clients' wealth while providing excellent service for their financial needs. By applying a direct managed account approach rather than relying on a mutual fund management style, we were able to protect and grow our clients' assets during a very difficult time in our country's history. We are proud that our dedication and integrity have been noticed."
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