Applied Financial Concepts Employee Directory

Financial ServicesOhio, United States2-10 Employees

Applied Financial Concepts is a financial services firm that provides personalized financial planning and wealth management. It serves individuals, families, and businesses, aiding them in retirement planning, investment management, and tax-efficient strategies. The firm follows a holistic, client-focused approach, tailoring strategies to support long-term financial goals. With more than four decades in the industry, the team offers guidance designed to be proactive and clear as clients navigate their financial journeys.

Headquartered in Richfield, Ohio, the firm operates in the financial services sector and relies on independent affiliated entities to deliver its offerings. Securities are offered through Valmark Securities, Inc.; advisory services through Wayne D. Minich & Company, Inc.; and third-party money management through Valmark Advisers, Inc.; all described as operating independently.

Sign up for free to view info

Company overview Email format