| 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 office and staff
and 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 25 years of experience, but we use various
financial software and many hi-tech tools available to keep
our office current with the industry.
PRESS RELEASE
For Immediate Release
Bloomsburg, PA ~ Trustmont Advisory Group, Inc. has
recently announced Lynn C. Appelman as the recipient
of the 2008 Top Advisor Award for the fourth
consecutive year. The Trustmont Group, located in
Greensburg, Pennsylvania near Pittsburgh, is a
securities broker/dealer and a full-service financial
planning firm representing over 10,000 clients. Lynn
Appelman is a local Certified Financial Planner™ and
Chartered Financial Consultant™ who has been in
business for over 25 years.
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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 office and staff
and 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 25 years of experience, but we use various
financial software and many hi-tech tools available to keep
our office current with the industry.
PRESS RELEASE
For Immediate Release
Bloomsburg, PA ~ Trustmont Advisory Group, Inc. has
recently announced Lynn C. Appelman as the recipient
of the 2008 Top Advisor Award for the fourth
consecutive year. The Trustmont Group, located in
Greensburg, Pennsylvania near Pittsburgh, is a
securities broker/dealer and a full-service financial
planning firm representing over 10,000 clients. Lynn
Appelman is a local Certified Financial Planner™ and
Chartered Financial Consultant™ who has been in
business for over 25 years.
###
| 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 June 29, 2009. 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? SEEK EXPERT ADVICE! Find out all of your options before you take action! * 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? |
A few of the companies we represent:
Check Out Lynn's New Column-- "THE REAL TRUTH" about Mutual Fund Fees |
