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."
_______________________________________________________________________________
Recent Company Recognition
