| 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® *Certified Divorce Financial Analyst™ * Investment Advisor Representative (through Trustmont Advisory Group, Inc.) Alissa L. Conklin * Investment Advisor Representative (through Trustmont Advisory Group, Inc.) * Registered Paraplanner™ * Tax Preparer Karin Webber Seeley * Administrative Assistant Laurie A. Jones * Administrative Assistant Katelyn E. Fenstemaker * Marketing Coordinator |
| 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 28 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 reach your financial dreams... |
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| Securities Offered through Trustmont Financial Group, Inc. Member FINRA/SIPC & 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 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 May 24, 2012. 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 December 2010 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:
