Appelman Financial

About Appelman Financial

Appelman Financial has been in business locally since 1983. We have a comfortable, smoke-free office which is handicapped accessible and has ample parking in the back lot. 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. Securities offered through Trustmont Financial Group, Inc. (Member FINRA/SIPC). Registered Investment Advisory Services offered through Trustmont Advisory Group, Inc., Appelman Financial is not affiliated with either Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc.