Appelman Financial has surpassed the $250 million dollars under advisement threshold. Alissa Conklin is a Chartered Financial Consultant®, Chartered Special Needs Consultant® and IRS Registered Tax Preparer with over 22 years’ experience. She credits the key to their success as taking a “Big Picture” approach to their clients’ finances by offering planning in all the major factors of a financial life: integrating well researched investments, income tax planning, insurance planning and estate planning while always putting the clients’ interests first. Their fast growth rate is largely due to consistent referrals from satisfied clients, service is a top priority!

Required Disclosure: Securities Offered through Trustmont Financial Group, Inc. (Member FINRA/SIPC) & Registered
Investment Advisory services offered through Trustmont Advisory Group, Inc. 200 Brush Run Road, Suite A, Greensburg, PA 15601 (724) 468-5665 Appelman Financial is not affiliated with Trustmont Financial or Trustmont Advisory Group, Inc. “Assets under advisement” are calculated as a total of $234 million of regulatory assets under management with Charles Schwab and assets under advisement of $29 million as of 01/02/24.

Appelman Financial is pleased to celebrate over 30 years as your hometown financial planners. We are family owned and operated, but we use the nationally known Charles Schwab platform for many of our clients' investment programs. We have numerous financial designations including the prestigious Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Special Needs Consultant® (ChSNC®) distinctions. Although our specialty is in retirement rollovers and distributions, we can assist clients on a broad variety of financial issues including estate planning, tax planning and preparation, life insurance, fixed and variable annuities, and college savings plans. As representatives with a Registered Investment Advisor firm, we must always put our clients' interests first as part of our obligation as fiduciaries. When it comes to giving advice, we commit to fully understanding your needs before ever suggesting any solutions. We believe the key to our success is taking a "Big Picture" approach to finances--we offer a full, coordinated analysis designed to support a client's overall financial well-being. We also pride ourselves on our courteous and professional office staff who offer the utmost in care and confidentiality. It is our pleasure and honor to work with clients to help them achieve their financial objectives.

* Because of industry changes, Appelman Financial requires a minimum initial investment of $100,000.