Appelman Financial

About

We offer 1 hour complimentary initial consultation! Discover what sets us apart.

Story

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.