| 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 * Account Executive * Investment Advisor Representative (through Trustmont Advisory Group, Inc.) * Registered Paraplanner Karin Webber Seeley Caitlin M. Yantorn |
| 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 Appelman Financial is the best choice for all of 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®) 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 26 years of experience, but we use various financial software and many hi-tech tools available to keep our office current with the industry. |
| Appelman Financial offers big city financial services with a small town feel! |
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| Securities Offered through Trustmont Financial Group, Inc. & Trustmont Advisory Group, Inc. 200 Brush Run Road, Suite A Greensburg PA 15601 (724) 468-5665 www.trustmontgroup.com Member FINRA/SIPC |
| This website has been designed and managed by Karin Webber Seeley. 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 4, 2010. 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! |
Retiring Soon? * What are the best ways to handle your retirement distribution? * Can you take money out of your retirement account before 59½ without penalty? * How will IRA distribution rules affect you & your family? * Can you protect against market losses? * What are the investment do’s & don'ts? * What are the advantages of having a local & experienced Certified Financial Planner/Chartered Financial Consultant? Call 784-1716 to schedule your FREE consultation to seek expert advice! |
Check Out Lynn's New Column-- "THE REAL TRUTH" about Mutual Fund Fees |
| Lynn Appelman provided a special seminar just for the people of Columbia County who were being approached for gas leases. It is imperative that folks know up-front about the tax consequences, tax reduction strategies and investment choices. If you are in such a position and wish to make the most of your financial future, please give our office a call to schedule an appointment to meet with Lynn. And click here, If you wish to read the entire Press Enterprise article titled "Expert: Save Money with Gas Leases". |
A few of the companies we represent:
