Fee-Only (flat fee/hourly for Project work. Most are flat quarterly fees for ongoing services.)
HOUSEHOLD INCOME MINIMUM
Investable Asset Minimum
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.
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Harveys Lake, PA area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.