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Click below to view our recent acheivements
As Seen In Forbes Magazine...
Ranked in Top Ten of Most Dependable Wealth Managers for Southern California
As Seen In Wealth Management Magazine...
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
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.
Here at Tellone Financial Services, we feel our clients are our greatest assets. As such, Tellone Financial has been helping individuals, small businesses, and corporations achieve their financial goals since Dino Tellone first opened his company doors in 1975. In addition to working with clients from Anaheim, Yorba Linda and the surrounding Orange County area, we provide excellent service for clients 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.
