Appelman Financial
Zoom Reverse Mortgage
Serving the Bloomsburg area.
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Appelman Financial offers big city financial services with a small town feel...
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 570-784-1716
Fax - 570-784-8768
ExtraTollFree - 800-598-4998
- Address:
- 250 Schoolhouse Rd Bloomsburg, PA 17815
- Email:
- Link:
- Categories
- Retirement Planning Services, Financial Planning Consultants, Financial Services, Life Insurance, Long Term Care Insurance
- Payment Options
- Brands
- Oppenheimer Funds, Prudential, TD Ameritrade, and American Funds just to name a few!
- Location
- We are conveniently located on Route 42 in the Buckhorn area nestled between the Columbia Mall and Ken's Cattails.
- Amenities
- We have a comfortable, smoke-free office which is handicapped accessible and has ample parking in the back lot. We also pride ourselves on our courteous and professional office staff offering the utmost in care and confidentiality.
- Accreditation
BBB Member since 2004
- Associations
- Our office is please to hold the following designations: Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC)
- Other Information
Wheelchair Accessible: Yes
General Info
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. But we can also assist with college funding programs, estate planning, fixed & variable rate annuities, investment planning, life insurance, long-term care insurance, and tax planning/tax return preparations. 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.