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Appel Insurance Advisors- 2021 Month 4 Update

May 14, 2021

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., an investment adviser registered with the SEC. Appel Insurance Advisors, LLC and the above firms are not affiliated.

We are registered to sell Securities in the following states: Massachusetts.

Appel Advisors Privacy Policy — Privacy Policy

We are licensed to sell Insurance Products in the following states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Missouri, Montana, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, South Caina, Vermont, Virgina, and Washington.

We are registered to sell Securities in the following states: Massachusetts.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

313 Washington Street, Suite 308- Newton, MA 02458 - 617-332-7900

Privacy Policy 

The BEPC Excellence Award is given in recognition of involvement and outstanding contributions to the estate planning profession. The winner is selected following an annual nomination process by its approximate 700 members. Sales production is not a criterion for winner selection. The nominations for the award was open to all members and of the 25 nominations and 3 finalists, one nominee was selected from that group by an independent panel. Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

 

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Check the background of this financial professional on FINRA's BrokerCheck