George J. Appel,  CFP<sup>&reg;</sup> - Financial Advisor

George J. Appel, CFP®


George J. Appel & Associates

524 Queen of Peace Rd
Harveys Lake, PA 18618
(570) 639-1382


George Appel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at George J. Appel & Associates in Harveys Lake, PA and the surrounding communities.

Financial Advisor Overview

I act as a Fiduciary,Offering Financial Planning, Investment Advice, Tax Planning & Prep.; Trust and Estate Planning to Individuals, Families and Small Business Owners.


Financial Advisor Experience

Providing Comprehensive Financial Planning Solutions since 1993

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Broker-Dealer Disclaimer

I do NOT have a Broker-dealer. , I am an Independent RIA (Registered Investment Advisor with NO Affiliations.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Disaster Recovery, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources