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Business Profile

Financial Planning Consultants

Appelman Financial

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

About

About This Business

Appelman Financial specializes in retirement planning, investment analysis & planning, tax planning, risk management and family wealth planning. Lynn Appelman is a Certified Financial Planner™ and Alissa Conklin is a Chartered Financial Consultant®. The independent firm uses the nationally known TD Ameritrade platform for many of their clients' investment programs.

Products and Services

Services offered:, Retirement Planning, Retirement Rollovers & Distributions, College Funding Programs, Estate Planning, Fixed & Variable Rate Annuities, Investment Planning, Life Insurance, Tax Planning & Tax Return Preparation

Business Details

BBB File Opened:
7/29/1999
Business Started:
1/1/1983
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Lynn Appelman, Owner

Additional Contact Information

Principal Contacts
Mr. Lynn Appelman, Owner
Customer Contacts
Mr. Lynn Appelman, Owner
Fax numbers
Primary Fax: (570) 784-8768
Additional Phone Numbers
Other Phone: (570) 784-1716

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