John Parkinson CFP

CONNECT

Address:

51461 Jennifer Lane, Suite 215
St. Clairsville, OH 43950

Phone:

740-695-3434 , Toll Free: 1-800-749-7886

Fax/Other:

740-695-4877

Our Services

No single money management organization can excel in investment performance across the broad range of asset classes.   At Appalachian Capital Management, we concentrate on analyzing and selecting the top money managers in each of the asset classes rather than on a single organization that crosses all classes.

Unlike many financial institutions that impose up-front sales commissions or charge penalties for early withdrawal, Appalachian Capital Management Ltd. charges a yearly fee based on your account value.   Money can be deposited or redeemed at any time with no fees or penalties.

As a client, you will receive a monthly statement showing account value and a quarterly statement showing asset allocation and performance history.   At year’s end, you will receive in depth information on your account for tax purposes.

Types of accounts that Appalachian Capital Management Ltd. manages:

  • Roth IRA
  • Traditional IRA
  • Simple IRA
  • Keogh
  • SEP
  • 401 (k) Plans
  • 403 (b) Plans
  • Trust Accounts
  • Custodian Accounts
  • Brokerage Accounts
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck