Tellone Financial Services, Inc. Employee Directory

Q: What is Tellone Financial Services, Inc. known for?

Tellone Financial Services, Inc. was founded in 1986. Tellone Financial Services, Inc. operates in the Investment Management industry.

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.

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

Tellone Financial Services, Inc. Global Highlights

North America
16

United States Of America
16

Tellone Financial Services, Inc.'s Leadership

S. W.
Vice President
Mobile Phone
Email
L. L.
Accounting Manager
Mobile Phone
Email
M. G.
Nurse
Mobile Phone
Email

Contact profiles from Tellone Financial Services, Inc.

Name

Title

Contact Info

Location

Last Update

S. W.
Vice President
Mobile Phone
Email
Oct 21, 2024
L. L.
Accounting Manager
Mobile Phone
Email
Oct 22, 2024
M. G.
Nurse
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Tellone Financial Services, Inc. known for?

Tellone Financial Services, Inc. was founded in 1986 operates in the Investment Management industry. The company's main headquarters is located in 6200 East Canyon Rim Road, #201; you can contact the 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?

Tellone Financial Services, Inc. employees' email format typically follows the pattern of . 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?

Tellone Financial Services, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Tellone Financial Services, Inc.'s key employees include:

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

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