APO Financial

The greatest measure of our success isn’t numbers, it’s the relationships we build in the lives we help impact.

We’re grateful for every client who trust us to help guide their financial future. Your kind words inspire us to continue, providing the education, support, and personalized service you deserve.

Thank you for being part of the APO Financial family.

The best time to start was yesterday. The second-best time is today.

Contact APO Financial to learn more about building a retirement strategy for your future.

Saving money doesn’t have to mean making drastic changes. By paying yourself first, tracking your spending, and automating your savings, you can build healthier, financial habits, and work toward your long-term goals.

Which of these savings tips do you already use? Let us know in the comments!

Meet Rita, our Chief Operations Officer!

Rita brings positivity, compassion, and dedication to everything she does. With a smile always on her face, she is passionate about helping others and ensuring every person she connects with feels heard, valued, and supported. Her commitment to creating meaningful relationships and providing exceptional service is a big part of what makes our team so special.

For nearly 20 years, I have been dedicated to helping people feel less stressed and more confident about their finances. Everyone deserves a plan for their future.

Stay tuned for more financial tips and educational content!

Welcome to APO Financial!

We help individuals and families build a clear financial strategy so they can retire with confidence and leave a legacy they're proud of.

If you've ever felt unsure about where your money is going or how to plan for the future... you're in the right place.

Administrative Assistant – Join a Growing, Family-Oriented Team
Location: Laurium, MI | Full-Time | On-Site
Compensation: $39,000 – $58,000 annually, based on experience
APO Financial is looking for a detail-driven, reliable, and caring Administrative Assistant to support our team and help keep our office running smoothly. This role is a great fit for someone who values organization, enjoys helping others, and takes pride in creating a professional yet welcoming client experience.
Why You’ll Love Working With Us:
• A family-oriented culture where each team member is appreciated
• Excellent benefits package to support your health and well-being
• Growth and professional development opportunities
• A collaborative, supportive environment where your contributions matter
Key Responsibilities:
• Coordinate advisor calendars and confirm client appointments with accuracy
• Answer phones promptly, warmly, and professionally—ensuring clients always feel valued
• Greet clients and provide a welcoming office environment
• Maintain the highest duty of confidentiality with all client information and office matters
• Support advisors at events and seminars, including set-up and client assistance
• Manage office logistics, supplies, and maintain organized digital files
Qualifications:
• Strong attention to detail and organizational skills
• A proactive, dependable approach to managing tasks
• A warm, supportive, and people-focused demeanor
• Professional communication skills and a commitment to confidentiality
• Ability to handle multiple priorities with care and precision
How to Apply:
Click Here -- https://forms.office.com/r/XcPDdm0aSH
Please note: The submission window will close Friday, September 5th, 2025. We will begin contacting eligible applicants the following week.

Join us at NSU Florida - Palm Beach Campus on August 29th or 31st for "Baby Boomers, Gen X & Retirement: The Rules Have Changed!". Scott Mallernee, CRPC®, one of our expert advisors, will be presenting an enlightening seminar on the evolving landscape of retirement, sharing insights to help you embrace the future with confidence. Reserve your seat now at seminar.rsvpyes.com/449251

seminar.rsvpyes.com Scott Mallernee is a nationally recognized Educator, Author, Speaker and Wealth Advisor who you may have seen on and in NBC, ABC, CBS and Fox network affiliates and Fortune, Money, Bloomberg Business, Market Watch, Wall Street Select, Wall Street Journal and others. Scott is the Co-Author of the cri...