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Appelman Financial has been in business locally since 1983. 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. But we can also assist with college funding programs, estate planning, fixed & variable rate annuities, investment planning, life insurance, long-term care insurance, and tax planning/tax return preparations. 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.
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More Business Info

Appelman Financial offers big city financial services with a small town feel...

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 570-784-8768

TollFree: 800-598-4998

Brands
Oppenheimer Funds, Prudential, TD Ameritrade, and American Funds just to name a few!
Payment method
amex, cash, debit, discover, master card, visa
Location
We are conveniently located on Route 42 in the Buckhorn area nestled between the Columbia Mall and Ken's Cattails.
Amenities
We have a comfortable, smoke-free office which is handicapped accessible and has ample parking in the back lot. We also pride ourselves on our courteous and professional office staff offering the utmost in care and confidentiality.
Accreditation

BBB Member since 2004

Associations
Our office is please to hold the following designations: Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC)
Other Link

http://www.appelmanfinancial.com

Categories
Retirement Planning Services, Financial Planning Consultants, Financial Services, Life Insurance, Long Term Care Insurance
Other Information

Wheelchair Accessible: Yes

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