Tellone Financial Services, Inc. is a comprehensive financial services firm offering personalized strategies in tax planning, accounting, estate planning, and private mortgage lending. Established in 1975 and headquartered at 6200 East Canyon Rim Road, Suite 201, Anaheim Hills, CA 92807, the firm is 100% employee-owned and operates independently, ensuring that client needs remain the top priority. With a team of experienced professionals, including Enrolled Agents, CPAs, and CFP®s, Tellone Financial provides tailored solutions designed to help clients achieve their financial goals. Their proactive approach anticipates challenges and adapts strategies to keep clients on track toward a meaningful and successful financial future. Whether it’s navigating complex tax situations, planning for retirement, or securing financing through private mortgage lending, Tellone Financial is committed to delivering clarity, confidence, and results. For more information or to schedule a consultation, visit tellone.com.​