Appelman Financial

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

250 Schoolhouse Rd, Bloomsburg, Pennsylv...

Phone Number

(570) 784-1716

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Appelman Financial

Appelman Financial, located in Bloomsburg, PA, has been providing comprehensive financial planning services for over 40 years, combining big city expertise with a small-town approach. The firm specializes in retirement, estate, investment, insurance, and tax planning, ensuring a holistic view of clients' financial needs. With a team of experienced professionals holding various financial designations, they prioritize client interests and offer personalized consultations. Appelman Financial serves individuals and families seeking to navigate their financial journeys with confidence and care.Explore more
Appelman Financial's Social MediaPopular SearchesAppelman FinancialAppelmanfinancialAppelman Financial - LLCAppelman Financial 250Appelman Financial Cfp Certified FinancialSIC Code 62,628NAICS Code 52,523Show more

Appelman Financial Org Chart

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Administrative Assistant

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Appelman Financial

<$5M
11-50
Private
-
1983
AC
Alissa ConklinFinancial Advisor
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
<$5M
1-10
Private
-
2008
DB
David BoydellPrimary Executive
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Appelman Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Appelman Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Appelman Financial.

Appelman Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Appelman Financial

What is Appelman Financial's official website?
Appelman Financial's official website is www.appelmanfinancial.com
What is Appelman Financial's Revenue?
Appelman Financial's revenue is <$5 Million
What is Appelman Financial's SIC code?
Appelman Financial's SIC: 62,628
What is Appelman Financial's NAICS code?
Appelman Financial's NAICS: 52,523
How many employees does Appelman Financial have?
Appelman Financial has 11-50 employees
What industry does Appelman Financial belong to?
Appelman Financial is in the industry of: Finance, Securities Trading
What is Appelman Financial competition?
Appelman Financial top competitors include: Murphy Wealth Management, Climb Wealth Management Group, Sopher Financial Group, Secure Shield Financial
What technology does Appelman Financial use?
Some of the popular technologies that Appelman Financial uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, Yahoo Small Business Web Hosting
How do I contact Appelman Financial?
Appelman Financial contact info: Phone number: (570) 784-1716 Website: www.appelmanfinancial.com
What does Appelman Financial do?

Appelman Financial, located in Bloomsburg, PA, has been providing comprehensive financial planning services for over 40 years, combining big city expertise with a small-town approach. The firm specializes in retirement, estate, investment, insurance, and tax planning, ensuring a holistic view of clients' financial needs. With a team of experienced... professionals holding various financial designations, they prioritize client interests and offer personalized consultations. Appelman Financial serves individuals and families seeking to navigate their financial journeys with confidence and care.Read More

What are Appelman Financial social media links?
Appelman Financial Linkedin page Appelman Financial Facebook page
Is Appelman Financial a public company?
Appelman Financial is private company therefore does not currently have an official ticker symbol
See more information about Appelman Financial

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