Tellone Financial Services, Inc. (TFS), a firm founded in 1975 by Dean Tellone with a mission to provide outstanding tax, accounting, and financial planning services. With over four decades of experience, TFS is committed to helping clients achieve their financial goals through personalized and proactive strategies.

Our Approach

At TFS, we believe in taking a proactive approach to financial planning. Our team works closely with clients to develop tailored strategies that address their unique financial goals and objectives. By anticipating challenges and addressing them before they arise, we help keep our clients on track towards a meaningful and successful financial future.

Independent and Client-Centric

As an independent, fee-only, and 100% employee-owned firm, TFS is dedicated to putting clients first. Our independence means that we are not influenced by commissioned products, outside shareholders, or corporate mandates. Instead, our solutions are based solely on the needs and best interests of our clients.

Our Services

• Tax Services: Comprehensive tax planning and preparation services designed to minimize liabilities and maximize returns.
• Accounting Services: Full-service accounting solutions to help businesses and individuals manage their finances effectively.
• Financial Planning: Personalized financial planning services to help clients achieve their long-term financial goals.
• Estate Planning: Expert estate planning services to ensure that clients’ assets are protected and their wishes are honored.
• Private Mortgage Lending: Tailored mortgage lending solutions to meet the unique needs of our clients.

 

Our Commitment

From the top down, TFS is committed to providing the highest level of personal service within a warm and friendly environment. Our team of experienced professionals is dedicated to delivering exceptional results and ensuring that every client feels valued and understood.

Discover the TFS Difference

At Tellone Financial Services, we invite you to discover the positive impact that our services can have on your life. Whether you are looking for tax advice, financial planning, or any of our other services, we are here to help you navigate your financial journey with confidence and peace of mind.

Contact Us

To learn more about how we can help you achieve your financial goals, please visit our website or contact us directly. We look forward to working with you and helping you secure a brighter financial future.

By visiting our website, you can learn more about our comprehensive range of services and how we can assist you in achieving your financial aspirations. Thank you for considering Tellone Financial Services, Inc. as your trusted financial partner.