Insights

Target Client Profile Applied Financial Group specializes in providing comprehensive financial planning, investment, retirement, and insurance solutions to high-net-worth individuals and businesses across the United States. This positions them as a prime target for premium financial technology solutions, advanced analytics, and personalized advisory tools.

Tech Stack Utilization The company's use of cloud-based services such as AWS, Amazon S3, and Cloudflare indicates openness to adopting scalable and secure technology platforms. Offering tailored cloud solutions or cybersecurity enhancements could align well with their infrastructure needs.

Revenue Growth Potential With an annual revenue estimated between one and ten million dollars, Applied Financial Group has room for expansion through improved client engagement platforms, automated financial advisory tools, and digital marketing strategies aimed at increasing their client base.

Market Position Recognized as a problem-solver in the financial services industry with a focus on tax-driven strategies, they serve a niche that values innovative and customized financial solutions. Opportunities exist for supplemental services such as financial education platforms or data analytics to enhance client value.

Alliance and Partnership Opportunities Given their emphasis on providing current information and strategic advice, there is potential for partnerships with fintech vendors, compliance firms, or CRM providers to streamline their operations and increase the efficiency of their advisory services.

Applied Financial Group Tech Stack

Applied Financial Group uses 8 technology products and services including Amazon Web Services, Amazon S3, Cloudflare CDN, and more. Explore Applied Financial Group's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

Applied Financial Group's Email Address Formats

Applied Financial Group uses at least 2 format(s):
Applied Financial Group Email FormatsExamplePercentage
FLast@appliedfinancialgroup.netJDoe@appliedfinancialgroup.net
100%

Frequently Asked Questions

Where is Applied Financial Group's headquarters located?

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Applied Financial Group's main headquarters is located at 14021 Metropolis Avenue Fort Myers, Florida 33912 United States. The company has employees across 1 continents, including North America.

What is Applied Financial Group's phone number?

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You can contact Applied Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Applied Financial Group's official website and social media links?

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Applied Financial Group's official website is appliedfinancialgroup.net and has social profiles on LinkedIn.

What is Applied Financial Group's NAICS code?

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Applied Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Applied Financial Group have currently?

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As of February 2026, Applied Financial Group has approximately 1 employees across 1 continents, including North America. Key team members include Marketing Coordinator: S. M. B.. Explore Applied Financial Group's employee directory with LeadIQ.

What industry does Applied Financial Group belong to?

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Applied Financial Group operates in the Financial Services industry.

What technology does Applied Financial Group use?

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Applied Financial Group's tech stack includes Amazon Web ServicesAmazon S3Cloudflare CDNGoogle Fonts APIJSON-LDjQueryCloudflare Bot ManagementjQuery Validation Plugin.

What is Applied Financial Group's email format?

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Applied Financial Group's email format typically follows the pattern of FLast@appliedfinancialgroup.net. Find more Applied Financial Group email formats with LeadIQ.

When was Applied Financial Group founded?

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Applied Financial Group was founded in 1987.

Applied Financial Group

Financial ServicesFlorida, United States0-1 Employees

Established in 1987 by President & CEO Richard A. Pope, Applied Financial Group (AFG) has been providing new and unique approaches that help individuals and businesses develop a consolidated, comprehensive plan for over 27 years.
    
Today AFG is nationally recognized as one of the premiere organizations focusing on providing advanced financial strategies for it's clients and their advisors, for which it has gained it the reputation of being a "problem-solver" firm       

Applied Financial Group provides clients and their professional advisors with the most current information, along with working knowledge and creative strategies. Our advisors develop and maintain tax driven planning strategies for their clients.
  
We currently provide a wide range of retirement, Investment and insurance plans nationally for hundreds of individuals, their families and businesses Applied Financial Group is a comprehensive insurance and financial services firm that specializes in helping to build and protect wealth for business and individuals. Quite simply, we take our role as your financial advocate very seriously. As a result, we take the time to deeply understand you. Ultimately, we put as much effort into growing your knowledge as we do into growing your wealth. Because what you think, feel and know about money matters.

Section iconCompany Overview

Headquarters
14021 Metropolis Avenue Fort Myers, Florida 33912 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Applied Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Applied Financial Group's revenue is estimated to be in the range of $1M$10M

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