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Melissa Apanel
Financial Associate

About Melissa Apanel

No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I’ll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies— including insurance products and investments— to help you. • Retirement income planning. • Managed investment accounts • Education funding options. • Charitable giving solutions. • Business owner solutions. • Mutual funds. • Traditional IRAs and Roth IRAs. • Life insurance. • Disability Income Insurance. • Long-term care planning. • Fixed and variable annuities.