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Edit Business | Appelman Financial
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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.
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