Appelman Financial 250 Schoolhouse Road Category: Financial Planning Consultants
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Company representatives
Alissa L Conklin, RP
Karin Seeley, Administrative Asst
About Appelman Financial
Appelman Financial offers big city capabilities with a small town feel...
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. 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.
Products and Services
- Financial Planning
Opening Hours
We are open Monday-Friday from 9:30 a.m. - 5 p.m. and evening appointments may be available by appointment.
Business categories
- Retirement Planning Services
- Agents Insurance-Life
Location Type
Single Location
Employees
2 to 4
Years In Business
41
Brands
- TD Ameritrade
- American Funds
- Prudential
- Oppenheimer Funds
Rating
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