Broker Check

General Disclosure

Tellone Financial Services, Inc. (“TFS”) and Tellone Management Group, Inc. (“TMG”) are separate but related entities. Investment advisory services are provided by TMG. Tax, accounting, and financial planning services are provided by TFS. TMG is a registered investment adviser with the U.S. Securities and Exchange Commission. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that TMG or any person associated with TMG has achieved a certain level of skill or training.  TMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where TMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Information on this site is provided for educational or informational purposes only. The content is developed from sources believed to be providing accurate information; however, TFS and TMG have not independently verified, or attested to, the accuracy or authenticity of the information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with TFS, TMG, or their employees. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The website includes certain awards or recognitions received by TMG and our advisory representatives. These recognitions are not indicative of TMG or our advisory representative’s future performance and may not be representative of any one client’s experience. Neither TMG nor our advisory representatives paid to be considered for the award. TMG is not affiliated with any of the publications which presented the awards. Additional information regarding the awards is available upon request.

Click here to view Client Relationship Summary (Form CRS)

Click here to view Form ADV Part 2

Click here to view Privacy Policy Notice