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

Caitlin M. Yantorn
* 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.
Welcome to
Appelman Financial
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 September 8th, 2014.  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!
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"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:
Google Map Site
Welcome!
Appelman Financial Building in Bloomsburg, PA
Here's the scoop...
BBB Accredited Business
American Funds
Oppenheimer Funds
Prudential Annuities