Appelman Financial

Appelman Financial We offer 1 hour complimentary initial consultation! Discover what sets us apart. Our independent firm specializes in retirement rollovers
and distributions.

We also offer additional appointment times on Monday and Wednesday evening from 5pm-9pm. We are family owned and operated, but we use the nationally known Charles Schwab 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. As fiduciaries

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

Retirement Income Planning

Risk Management

Tax Planning

Tax Preparation (for Clients ONLY)

1033 Alliance Park Drive #101, Bloomsburg, PA 17815
Phones: (570) 784-1716 or (800) 598-4998 Fax: (570) 784-8768
E-mail: [email protected] Website: www.appelmanfinancial.com

Alissa is a Registered Representative offering securities 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 Trustmont Financial Group, Inc. & Trustmont Advisory Group, Inc. are affiliated companies and are not affiliated with another named entities, including Appelman Financial.

06/18/2026
We would like to take this opportunity to thank all of you for being our dedicated clients. We so appreciate your referr...
05/02/2026

We would like to take this opportunity to thank all of you for being our dedicated clients. We so appreciate your referrals--because of your efforts, our office is growing quickly. We will be moving to a larger office to accommodate our growing staff.

It will still be easily accessible off of Interstate 80, just off the Lightstreet exit. We will have more handicap spots and a ramp to get into our first floor offices, plus more parking for clients and staff. We also gain a more spacious reception area, a conference area, a mail drop off slot and an indoor tax pick up window!

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. Trustmont Financial Group, Inc. and Trustmont Advisory Group, Inc. are affiliated companies, and are not affiliated with any other named entities, including Appelman Financial.

Address

1033 Alliance Park Drive, #101
Bloomsburg, PA
17815

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Telephone

+15707841716

Website

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