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Who We Serve

The valued clients of Tellone Financial vary by stage in life or place of residence. They have unique stories and personalities. What they have in common is the desire to align their financial choices with their most important goals and deeply held values with the assistance of a trusted financial advisor partnership. Whether planning as an individual or for the entire family, clients often are looking to reduce stressful concerns regarding money in order to put their time, attention, and focus on what matters most to them and live their ideal life.
While there are many stories that we could share, here are a few samples of clients who we serve:

THE DISCIPLINED SAVERS

"The Disciplined Savers always play by the rules: work diligently, contribute to your 401k, spend less than you earn...."

THE ENTREPENEUR

"The Entrepreneur started his company at the young age of 32.  Through much sweat and dedication, his company has grown beyond his wildest dreams..."

THE GOLDEN YEAR COUPLE

"The Golden Year Couple feels fortunate by many measures, as their decisions earlier in life have prepared them for a comfortable retirement phase..."

THE PRE-RETIRED BABY BOOMER

"The Pre-Retired Baby Boomer has spent the past three years wondering if she has saved enough to retire..."

THE UNSETTLED HEIR

"A well-wishing parent leaves his son as sole beneficiary.  Upon his father’s passing, the son is the truly surprised to discover the magnitude of his newfound inheritance..."

THE YOUNG WORKING PROFESSIONALS

"The Young Working Professionals met each other in college.  Neither came from a family of privilege, but both are industrious and have a limitless love of learning..."