Appelman Financial
Appelman Financial
250 Schoolhouse Rd.
Bloomsburg, PA 17815
250 Schoolhouse Rd.
Bloomsburg, PA 17815
Toll Free Number: (800) 598-4998
Phone Number: (570) 784-1716
Web Address: www.appelmanfinancial.com
Phone Number: (570) 784-1716
Web Address: www.appelmanfinancial.com
Financial Planning firm in business for 35 years. Retirement planning our specialty.
We are 35 year old financial planning practice in Bloomsburg. Advisor's hold the CFP and ChFC designations. We specialize in retirement planning retirement income planning along with tax and estate planning coordinating the whole plan. Free one hour consultation.
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.
Keywords: Financial Planning, investments, Investment Advisor, tax planning, retirement planning.
We are 35 year old financial planning practice in Bloomsburg. Advisor's hold the CFP and ChFC designations. We specialize in retirement planning retirement income planning along with tax and estate planning coordinating the whole plan. Free one hour consultation.
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.
Keywords: Financial Planning, investments, Investment Advisor, tax planning, retirement planning.
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Interview Q&A
How long have you been in business?
35 years
What is your primary product or service?
Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Always interested in finance
How do you differentiate yourself from other businesses in your category and area?
Trained in many areas of financial planning not just investment planning.
How many locations do you have and do you have plans to expand?
One location
Provide detailed directions to your location
See map.
What type of payments do you accept?
Fee based on the investment advisor service
Which areas do you service?
All 50 states
Who owns your company or runs daily operations?
Lynn C. Appelman is the owner and Alissa L. Conklin is the associate advisor.
What are your hours of operation?
9:30AM to 5:00PM Monday through Friday. Special hours by appointment.
What is the best compliment anyone can give you?
That we are honest and provide good service. We know we are knowledgeable in our field.
What is your favorite quote or Bible verse?
Jesus said, "I am the Way, the Truth and the Life. No man comes to the Father but through me." John 14:6
35 years
What is your primary product or service?
Financial Planning
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Always interested in finance
How do you differentiate yourself from other businesses in your category and area?
Trained in many areas of financial planning not just investment planning.
How many locations do you have and do you have plans to expand?
One location
Provide detailed directions to your location
See map.
What type of payments do you accept?
Fee based on the investment advisor service
Which areas do you service?
All 50 states
Who owns your company or runs daily operations?
Lynn C. Appelman is the owner and Alissa L. Conklin is the associate advisor.
What are your hours of operation?
9:30AM to 5:00PM Monday through Friday. Special hours by appointment.
What is the best compliment anyone can give you?
That we are honest and provide good service. We know we are knowledgeable in our field.
What is your favorite quote or Bible verse?
Jesus said, "I am the Way, the Truth and the Life. No man comes to the Father but through me." John 14:6
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