LeadIQ logo
Learn more at LeadIQ.com
Tellone Financial Services, Inc. logo

Tellone Financial Services, Inc. Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Tellone Financial Services, Inc. operates in the investment management sector, offering a proactive, client-focused approach to developing financial strategies aimed at helping clients meet their goals and objectives. The firm emphasizes independence, fee-only compensation, and employee ownership, positioning itself as providing solutions that are driven by client needs rather than external incentives. Based in Anaheim, California, the company describes its service environment as personal and approachable, with an emphasis on anticipating and addressing potential challenges to keep clients on track toward a financially meaningful future. The organization appears small in scale, focusing on tailored, high-touch service within the financial planning and investment management landscape.

Find Tellone Financial Services, Inc. employees' phone numbers or email addresses

Tellone Financial Services, Inc. Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Tellone Financial Services, Inc.'s Leadership

  • Vice President at Tellone Financial Services, Inc.
    S. W.
    Vice President
    Mobile Phone
  • Accounting Manager at Tellone Financial Services, Inc.
    L. L.
    Accounting Manager
    Mobile Phone
  • Nurse at Tellone Financial Services, Inc.
    M. G.
    Nurse
    Mobile Phone

Tellone Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Other
  • Community & Social Services

Contact profiles from Tellone Financial Services, Inc.

Name
Title
Contact
Location
Last Update
  • Vice President at Tellone Financial Services, Inc.
    S. W.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Accounting Manager at Tellone Financial Services, Inc.
    L. L.
    Accounting Manager
    Mobile Phone
    Oct 22, 2024
  • Nurse at Tellone Financial Services, Inc.
    M. G.
    Nurse
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Tellone Financial Services, Inc. known for?

Minus sign iconPlus sign iconTellone Financial Services, Inc. was founded in 1986 and operates in the Investment Management industry. You can contact Tellone Financial Services, Inc.'s main corporate office by phone at
+1-714-998-****
. Explore Tellone Financial Services, Inc.'s company overview page for more information.

What is Tellone Financial Services, Inc.'s most common email format?

Minus sign iconPlus sign iconTellone Financial Services, Inc. employees' email format typically follows the pattern of First@tellone.com. Trying to find reliable and up-to-date employee contact data? Find more Tellone Financial Services, Inc. email formats with LeadIQ.

How many employees does Tellone Financial Services, Inc. have currently?

Minus sign iconPlus sign iconTellone Financial Services, Inc. has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Tellone Financial Services, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Tellone Financial Services, Inc.'s key employees include:

  • Vice President: S. W.
  • Accounting Manager: L. L.
  • Nurse: M. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.