Applied Financial Group Employee Directory
Financial ServicesFlorida, United States0-1 Employees
Applied Financial Group was established in 1987 by Richard A. Pope, who serves as president and CEO. The firm is based in Fort Myers, Florida. It serves clients nationally, offering retirement, investment, and insurance plans for individuals, families, and businesses. The company collaborates with clients and their professional advisors to develop tax-driven planning strategies. As a comprehensive insurance and financial services firm, Applied Financial Group aims to help build and protect wealth for both businesses and individuals. The firm emphasizes a client-centered approach, seeking to understand clients' needs and support financial decision-making through strategies developed with professional advisors.