Broad Street Financial, 252 Broad St, Ste A, Montoursville, PA 17754, US

Appelman Financial has been in business locally since 1983. We are conveniently located on Route 42 nestled between the Columbia Mall and Ken’s Cattails. 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. Not only do we have over 28 years of experience, but we use various financial software and many hi-tech tools available to keep our office current with the industry.