| 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 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 25 years of
experience, but we use various financial software and many
hi-tech tools available to keep our office current with the
industry.
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 25 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 our site was completed on November 5th, 2008. 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! |
| We will be hosting a private seminar free to CREST HOMES employees on Tuesday, 11/11/08 at 6:30 p.m. at the Watson Inn in Watsontown, PA. To reserve your seats for this special seminar, please call our office at x21! |
| Appelman Financial has been proudly serving clients from 1983-2008! |
Lynn Appelman had the pleasure to speak in front of
a Bloomsburg University class on April 7th, 2008.
Here he is pictured with Ms. Christine Haririan, a BU
Instructor of Finance, who invited him to speak in front
of her class. The course was titled "Personal Finance
Decisions" and he spoke to approximately 30
undergraduate students. Lynn had a wonderful time
and he was most impressed with the caliber of
questions he was asked during the Q&A portion of the
evening. He thought it was a terrific idea to reach such
young adults with the financial basics that everyone
should know. Especially with saving for retirement, it is
never too early to start!
a Bloomsburg University class on April 7th, 2008.
Here he is pictured with Ms. Christine Haririan, a BU
Instructor of Finance, who invited him to speak in front
of her class. The course was titled "Personal Finance
Decisions" and he spoke to approximately 30
undergraduate students. Lynn had a wonderful time
and he was most impressed with the caliber of
questions he was asked during the Q&A portion of the
evening. He thought it was a terrific idea to reach such
young adults with the financial basics that everyone
should know. Especially with saving for retirement, it is
never too early to start!
| Alissa Conklin will be presenting an informative women's investing workshop on Thursday, 11/11/08 at 6:30 p.m. at the Holiday Inn Express in Buckhorn, PA. Call as soon as possible to reserve your seats at x13! |
Women & Investing
Achieving Your
Financial Goals
Make It Happen!
Achieving Your
Financial Goals
Make It Happen!
