| 250 Schoolhouse Road Bloomsburg PA 17815 (570) 784-1716 Phone (800) 598-4998 Toll-Free (570) 784-8768 Fax |
| Lynn C. Appelman * Certified Financial Planner™ * Chartered Financial Consultant® * Investment Advisor Representative (through Trustmont Advisory Group, Inc.) Alissa L. Conklin * Chartered Financial Consultant® * Registered Paraplanner™ * Registered Tax Return Preparer * Investment Advisor Representative (through Trustmont Advisory Group, Inc.) Karin Webber Seeley * Administrative Assistant Laurie A. Jones * Administrative Assistant * Marketing Coordinator Kate Polhill * Administrative Assistant |
| Thank you for stopping by to visit our website. If you are already a client, we hope our Appelman Resources and our Financial Links are of assistance to you. If you are not familiar with us, let us introduce you to our Financial Planning office and staff as well as our wide range of financial services...we'd love to share with you why we think Appelman Financial is a great choice for your financial needs. Appelman Financial has been in business locally since 1983. We are conveniently located on Route 42 nestled between the Columbia Mall and Ken’s Cattails. We have a comfortable, smoke-free office which is handicapped accessible and has ample parking in the back lot. We are family owned and operated, but we use the nationally known TD Ameritrade platform for many of our clients' investment programs. We have numerous financial designations including the prestigious Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) distinction. Our independent firm specializes in retirement rollovers and distributions. As representatives with a Registered Investment Advisor firm, we must always put YOUR interests first. We also pride ourselves on our courteous and professional office staff offering the utmost in care and confidentiality. Not only do we have over 30 years of experience, but we use various financial software and many hi-tech tools available to keep our office current with the industry. |
| Call us now to schedule your free, no obligation consultation appointment and let us help you navigate your financial course. |
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| Securities offered through Trustmont Financial Group, Inc. (Member FINRA/SIPC) Registered Investment Advisory Services offered through Trustmont Advisory Group, Inc. 200 Brush Run Road, Suite A Greensburg, PA 15601 (724) 468-5665 www.trustmontgroup.com Appelman Financial is not affiliated with either Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc. |
| This website has been designed and managed by Appelman Financial. Our site has been approved in its entirety by Trustmont Financial Group, Inc. & Trustmont Advisory Group, Inc. The last update to this site was completed on March 21st, 2016. Please let us know if you have any comments or questions about our website. Thank you for visiting www.appelmanfinancial.com and have a wonderful day! |
"Can Using an Advisor Really Improve the Bottom Line?" Click here to read a recent article which takes on this important question... but of course, the answer doesn't surprise us any! |
Check Out Lynn's Column-- "THE REAL TRUTH" about Mutual Fund Fees |
A few of the companies we utilize: |
