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So Why Choose Appelman Financial?
Does your current Advisor provide comprehensive Financial Planning? Y N ?
Do they have over 25 years of financial experience? Y N ?
Are they Certified Financial Planners™ and Chartered Financial Consultants™? Y N ?
Are they Investment Advisor Representatives who offers fee only services Y N ?
(in our case through Trustmont Financial Group, Inc.), and as such,
are they bound to put YOUR interests first?
Do they specialize in Retirement Distributions and Rollovers? Y N ?
Is their Broker/Dealer without proprietary products so that they are able to Y N ?
provide all the best available products from any investment company?
Do they offer estate planning? Y N ?
Are they fully licensed in health insurance, life insurance, Y N ?
securities, and variable annuities?
Is there full insurance protection on their accounts through the SIPC? Y N ?
Is he or she licensed to give tax advice as a Licensed Tax Preparer? Y N ?
Does he or she manage over $50 million in investments? Y N ?
Do you have a Financial Advisor? Y N ?
250 Schoolhouse Road, Bloomsburg, PA 17815
(570) 784-1716 or (800) 598-4998 Fax: (570) 784-8768
Securities Offered through Trustmont Financial Group, Inc. Member FINRA/SIPC
and Trustmont Advisory Group, Inc.
200 Brush Run Road, Suite A, Greensburg PA 15601 (724) 468-5665
* Appelman Financial is not affiliated with either Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc.
Does your current Advisor provide comprehensive Financial Planning? Y N ?
Do they have over 25 years of financial experience? Y N ?
Are they Certified Financial Planners™ and Chartered Financial Consultants™? Y N ?
Are they Investment Advisor Representatives who offers fee only services Y N ?
(in our case through Trustmont Financial Group, Inc.), and as such,
are they bound to put YOUR interests first?
Do they specialize in Retirement Distributions and Rollovers? Y N ?
Is their Broker/Dealer without proprietary products so that they are able to Y N ?
provide all the best available products from any investment company?
Do they offer estate planning? Y N ?
Are they fully licensed in health insurance, life insurance, Y N ?
securities, and variable annuities?
Is there full insurance protection on their accounts through the SIPC? Y N ?
Is he or she licensed to give tax advice as a Licensed Tax Preparer? Y N ?
Does he or she manage over $50 million in investments? Y N ?
Do you have a Financial Advisor? Y N ?
250 Schoolhouse Road, Bloomsburg, PA 17815
(570) 784-1716 or (800) 598-4998 Fax: (570) 784-8768
Securities Offered through Trustmont Financial Group, Inc. Member FINRA/SIPC
and Trustmont Advisory Group, Inc.
200 Brush Run Road, Suite A, Greensburg PA 15601 (724) 468-5665
* Appelman Financial is not affiliated with either Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc.
