Tellone Financial Services Inc

  • Investment Bank/Securities Brokerage
  • Anaheim CA
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
6200 East Canyon Rim Road #201, Anaheim CA
Website
tellone.com
Phone
(714) 998-2290
Employees
9
Founded in
1986
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is Tellone Financial Services Inc

Tellone Financial Services Inc. is an employee-owned financial services company based in Anaheim, California. The company employs nine individuals and reports annual revenue of over $10,000. Tellone Financial Services Inc. works with clients to develop personalized financial strategies designed to help them achieve their goals. The company offers a range of financial services that are tailored to each client's unique needs and circumstances. They prioritize transparency and independence, ensuring that recommendations are driven solely by the client's best interests. Tellone Financial Services Inc. distinguishes itself through its commitment to personalized service and a client-first approach. As an independent, fee-only firm, they are not influenced by commissioned products or external pressures, allowing them to focus entirely on providing objective financial advice. To learn more about Tellone Financial Services Inc. and how they can assist you in achieving your financial goals, please visit their website at tellone.com.

Tellone Financial Services Inc Industry Tags

Asset Management
Estate Planning
Financial Planning
Taxes and Accounting
Insurance Services
Financial Services
Management Investment
Open-ended
Investment Management
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Companies Similar to Tellone Financial Services Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Tellone Financial Services Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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10M Santa Monica, CA 2012
10M 4 New York, NY 2015
10M 11 2013
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FAQ

What is the location of Tellone Financial Services Inc's headquarters?
The headquarters of Tellone Financial Services Inc are situated at 6200 East Canyon Rim Road #201, Anaheim CA
What is Tellone Financial Services Inc's phone number?
Tellone Financial Services Inc's contact number is (714) 998-2290.
What is Tellone Financial Services Inc's official website?
The official website of Tellone Financial Services Inc can be found at tellone.com.
What is Tellone Financial Services Inc's current revenue?
As of March 2015, Tellone Financial Services Inc's annual revenue reached $10B.
How many employees does Tellone Financial Services Inc currently have?
Tellone Financial Services Inc employs approximately 9+ people as of March 2015
Which industries is Tellone Financial Services Inc primarily operating in?
Tellone Financial Services Inc operates in the following industries: Investment Management
What are Tellone Financial Services Inc's industry tags?
Tellone Financial Services Inc's industry tags include: Asset Management, Estate Planning, Financial Planning
When was Tellone Financial Services Inc founded?
Tellone Financial Services Inc was founded in 1986.

Employee Directory

Key Employees

Dean Tellone

President

Phone Email

Ronda McNeff

Loan Director

Phone Email