Tellone Financial Services, Inc.

Investment ManagementCalifornia, United States11-50 Employees

The Tellone team takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using what they believe to be the most efficient methods available. Recognizing that everyone encounters challenges along the way, Tellone Financial strives to anticipate and address those situations before they occur. The company mission is to keep clients on track toward a meaningful and successful financial future.

From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. 

Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life.

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