Appelman Financial
17815 Bloomsburg, United States
Appelman Financial Company Information
General information
We also offer additional appointment times from 8am to 9:30am Mon, Wed, and Fri.
As well as Monday and Wednesday evening from 6pm-9pm.
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®) and Chartered Financial Consultant (ChFC)
distinctions.
Our independent firm specializes in retirement rollovers
and distributions. As representatives with a Registered Investment Advisor firm,
we must always put YOUR interests first. Here is a listing of the services we provide…
Retirement Rollovers & Distributions—our specialty!
College Savings Planning
Estate Planning
Fixed and Variable Annuities
Investment Analysis & Planning
Life Insurance
Long Term Care Insurance
Retirement Income Planning
Risk Management
Tax Planning
Tax Preparation (for Clients ONLY)
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
www.trustmontgroup.com
Appelman Financial
is not affiliated with either
Trustmont Financial Group, Inc.
or Trustmont Advisory Group, Inc.
250 Schoolhouse Rd Bloomsburg
- Opening hours
-
Monday:09:30 - 17:00Tuesday:09:30 - 17:00Wednesday:09:30 - 17:00Thursday:09:30 - 17:00Friday:09:30 - 17:00
- Parking
- The company has a parking lot.
- Phone number
- +1570-784-1716
- Linki
- Social Accounts
-
- Keywords
- financial planner, financial consultant
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