At Applied Financial Concepts, we specialize in providing personalized financial planning and wealth management solutions that empower individuals, families, and businesses to achieve their financial goals. Our mission is simple: to apply comprehensive financial expertise, cutting-edge strategies, and a client-first approach to help clients navigate their financial journeys with confidence and clarity.
With over 40 years of experience in the financial services industry, our team takes a holistic approach, understanding the unique needs of each client and tailoring strategies for long-term success. Whether you’re planning for retirement, managing investments, or seeking tax-efficient solutions, we are committed to providing proactive, transparent, and reliable guidance every step of the way.
Securities offered through Valmark Securities, Inc., Member FINRA, SIPC Advisory Services offered through Wayne D. Minich & Company, Inc., a state Registered Investment Advisor Third Party Money Management offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. The above entities all operate independently.
Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Richfield, Ohio
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.appliedfin.com/
- Keywords
- Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Investment Management, Risk Management, Personalized Financial Strategies.
- HQ
- Richfield, Ohio
Applied Financial Concepts Questions
Applied Financial Concepts's website is http://www.appliedfin.com/
Applied Financial Concepts's LinkedIn profile is https://www.linkedin.com/company/appliedfinancialconcepts
Applied Financial Concepts has
7 employees.
View email and phone details for 7
employees at Applied Financial Concepts.
Applied Financial Concepts's industry is
Financial Services
Applied Financial Concepts's top competitors are
Independence Wealth Advisors,
Hudson Wealth Management (Ohio),
Kohmann Bosshard Financial Services,
Hudson Wealth Management,
Jlp Cpas,
Journey Wealth,
Myers Capital Advisors,
Mueller Insurance Group,
G2 Capital Management, Llc,
Finteam Business Consulting.
Applied Financial Concepts's categories are Financial Services
Applied Financial Concepts's founding year is 1982
